Meijer Pension Master Trust — Form 5500 plan (Meijer, Inc.)
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, Meijer Pension Master Trust is a benefit plan reported by Meijer, Inc. under EIN 38-1274536 and plan number 213. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $2,587,520,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meijer, Inc.
- EIN
- 38-1274536
- Plan number
- 213
- Plan type
- 4
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $2,587,520,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015111620NAL0029371841005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,587,520,726
- Total liabilities (EOY)
- $604,524
- Net assets (EOY)
- $2,586,916,202
- Net assets (BOY)
- $2,583,687,162
Income & contributions
- Total income / additions
- $166,694,385
Expenses & distributions
- Administrative expenses
- $3,117,457
- Total expenses
- $3,117,457
- Net increase / (decrease)
- $163,576,928
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Global Investors, LLC | INVESTMENT MANAGER | $566,236 | not reported in the loaded dataset | 2023 |
| Legal & General Investment Mgt Amer | INVESTMENT MANAGER | $477,336 | not reported in the loaded dataset | 2023 |
| Richmond Capital Management | INVESTMENT MANAGER | $465,961 | not reported in the loaded dataset | 2023 |
| Barrow Hanley Global Investors | INVESTMENT MANAGER | $413,964 | $4,328 | 2023 |
| Audax Management Company (Ny), LLC | INVESTMENT MANAGER | $405,438 | $0 | 2023 |
| Wells Fargo | TRUSTEE | $262,447 | $0 | 2023 |
| Falcon Investment Advisors LLC | INVESTMENT MANAGER | $0 | $231,454 | 2023 |
| Western Asset Management Company | INVESTMENT MANAGER | $182,159 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management Co L.P | INVESTMENT MANAGER | $130,131 | $12,137 | 2023 |
| Morgan Stanley Investment Mgt | INVESTMENT MANAGER | $69,282 | $0 | 2023 |
| Cramer Rosenthal Mcglynn, LLC | INVESTMENT MANAGER | $51,543 | $0 | 2023 |
| Global Trust Company-Timesquare | INVESTMENT MANAGER | $39,454 | not reported in the loaded dataset | 2023 |
| Dimensional Fund Advisors Lp | INVESTMENT MANAGER | $26,439 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co. | INVESTMENT MANAGER | $20,734 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Meijer, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Principal Global Investors, LLC — Schedule C compensation
- Legal & General Investment Mgt Amer — Schedule C compensation
- Richmond Capital Management — Schedule C compensation
- Barrow Hanley Global Investors — Schedule C compensation
- Audax Management Company (Ny), LLC — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Falcon Investment Advisors LLC — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Westfield Capital Management Co L.P — Schedule C compensation
- Morgan Stanley Investment Mgt — Schedule C compensation
- Cramer Rosenthal Mcglynn, LLC — Schedule C compensation
- Global Trust Company-Timesquare — Schedule C compensation
- Dimensional Fund Advisors Lp — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation