Retirement Plan For Employees Of United Supermarkets, L.L.C. — Form 5500 plan (United Supermarkets, L.L.C.)
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, Retirement Plan For Employees Of United Supermarkets, L.L.C. is a benefit plan reported by United Supermarkets, L.L.C. under EIN 75-0916445 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,043 participants and $39,525,794 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Supermarkets, L.L.C.
- EIN
- 75-0916445
- Plan number
- 001
- Plan type
- 2
- Location
- Lubbock, TX
- Latest filing year
- 2023
- Participants
- 1,043
- End-of-year plan assets
- $39,525,794
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,043 | H, C | 20241014171719NAL0027960081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,525,794
- Total liabilities (EOY)
- $39,525,794
- Net assets (EOY)
- $0
- Net assets (BOY)
- $27,488,434
Income & contributions
- Employer contributions
- $9,200,000
- Total contributions
- $9,200,000
- Total income / additions
- $13,371,512
Expenses & distributions
- Benefits paid
- $40,259,699
- Administrative expenses
- $600,247
- Total expenses
- $40,859,946
- Net increase / (decrease)
- -$27,488,434
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $281,750 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | NONE | $191,785 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | NONE | $58,230 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | NONE | $55,000 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $35,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Supermarkets, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Lubbock, TX
- Willis Towers Watson Us LLC — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- The Northern Trust Company — Schedule C compensation