Hy-Vee Affiliates' Benefit Plan And Trust — Form 5500 plan (Hy-Vee, 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, Hy-Vee Affiliates' Benefit Plan And Trust is a benefit plan reported by Hy-Vee, Inc. under EIN 42-0325638 and plan number 501. The latest loaded filing year is 2023. The filing reports 15,971 participants and $27,178,762 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hy-Vee, Inc.
- EIN
- 42-0325638
- Plan number
- 501
- Plan type
- 2
- Location
- West Des Moines, IA
- Latest filing year
- 2023
- Participants
- 15,971
- End-of-year plan assets
- $27,178,762
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,971 | H, C | 20250502123957NAL0004601697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,178,762
- Total liabilities (EOY)
- $27,417,981
- Net assets (EOY)
- -$239,219
- Net assets (BOY)
- $8,165,773
Income & contributions
- Employer contributions
- $160,585,641
- Participant contributions
- $52,110,622
- Total contributions
- $212,696,263
- Total income / additions
- $213,249,431
Expenses & distributions
- Benefits paid
- $209,367,257
- Administrative expenses
- $12,287,166
- Total expenses
- $221,654,423
- Net increase / (decrease)
- -$8,404,992
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellmark Bcbs | NONE | $5,497,933 | not reported in the loaded dataset | 2023 |
| Wellmark Health Plan | NONE | $1,195,836 | not reported in the loaded dataset | 2023 |
| Vivid Clear Rx | NONE | $752,790 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $695,111 | not reported in the loaded dataset | 2023 |
| The Lincoln National Life Ins Co | NONE | $376,187 | not reported in the loaded dataset | 2023 |
| Outcomes, Inc. | NONE | $279,784 | not reported in the loaded dataset | 2023 |
| Navigate Wellbeing | NONE | $167,947 | not reported in the loaded dataset | 2023 |
| Holmes Murphy Financial Services | NONE | $150,000 | not reported in the loaded dataset | 2023 |
| Hartford Life And Accident | NONE | -$1,021 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hy-Vee, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in West Des Moines, IA
- Wellmark Bcbs — Schedule C compensation
- Wellmark Health Plan — Schedule C compensation
- Vivid Clear Rx — Schedule C compensation
- Delta Dental — Schedule C compensation
- The Lincoln National Life Ins Co — Schedule C compensation
- Outcomes, Inc. — Schedule C compensation
- Navigate Wellbeing — Schedule C compensation
- Holmes Murphy Financial Services — Schedule C compensation
- Hartford Life And Accident — Schedule C compensation