2023 Form 5500 filing — C&S Consolidated Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009124115NAL0019182609001) for C&S Consolidated Pension Plan, reported by C&S Wholesale Grocers, Inc. under EIN 04-1140950 and plan number 005. It reports 844 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009124115NAL0019182609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C&S Wholesale Grocers, Inc.
- EIN
- 04-1140950
- Plan number
- 005
- Location
- Keene, NH
- Participants
- 844
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,976,120
- Total liabilities (EOY)
- $53,205
- Net assets (EOY)
- $57,922,915
- Employer contributions
- $2,509,774
- Total income / additions
- $8,135,486
- Benefits paid
- $3,910,550
- Administrative expenses
- $223,145
- Total expenses
- $4,133,695
- Net increase / (decrease)
- $4,001,791
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sun Life Capital Management | RETAINED BY EMPLOYER | $83,087 | not reported in the loaded dataset |
| Concurrent Investment Advisors | RETAINED BY EMPLOYER | $56,250 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $36,936 | $0 |
| Raymond James & Associates, Inc | RETAINED BY EMPLOYER | $18,750 | not reported in the loaded dataset |
| Ham, Langston & Brezina, Llp | RETAINED BY EMPLOYER | $16,995 | not reported in the loaded dataset |
| The Bank Of New York Mellon | RETAINED BY EMPLOYER | $11,127 | not reported in the loaded dataset |