Safeway Insurance Group Profit Sharing And 401(K) Plan — Form 5500 plan (Safeway Insurance Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Safeway Insurance Group Profit Sharing And 401(K) Plan is a benefit plan reported by Safeway Insurance Company under EIN 36-2497730 and plan number 001. The latest loaded filing year is 2023. The filing reports 518 participants and $111,986,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Safeway Insurance Company
- EIN
- 36-2497730
- Plan number
- 001
- Plan type
- 2
- Location
- Westmont, IL
- Latest filing year
- 2023
- Participants
- 518
- End-of-year plan assets
- $111,986,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 518 | H, C | 20241001140027NAL0003350963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,986,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,986,157
- Net assets (BOY)
- $100,512,160
Income & contributions
- Employer contributions
- $3,419,626
- Participant contributions
- $2,341,795
- Total contributions
- $6,016,732
- Total income / additions
- $19,106,888
Expenses & distributions
- Benefits paid
- $7,558,096
- Administrative expenses
- $74,795
- Total expenses
- $7,632,891
- Net increase / (decrease)
- $11,473,997
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Deloitte & Touche Llp | ACCOUNTANT | $54,595 | not reported in the loaded dataset | 2023 |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $20,175 | $0 | 2023 |