2023 Form 5500 filing — Macys Inc Cash Account 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 20241014112904NAL0044322224001) for Macys Inc Cash Account Pension Plan, reported by Macys Inc under EIN 13-3324058 and plan number 012. It reports 55,128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112904NAL0044322224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Macys Inc
- EIN
- 13-3324058
- Plan number
- 012
- Location
- Springdale, OH
- Participants
- 55,128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,016,975,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,016,975,000
- Total income / additions
- $174,626,000
- Benefits paid
- $444,595,000
- Administrative expenses
- $11,482,000
- Total expenses
- $456,077,000
- Net increase / (decrease)
- -$281,451,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smi | RECORDKEEPING | $2,383,097 | not reported in the loaded dataset |
| Macy'S Inc. | PLAN ADM/PLAN COMM | $1,595,632 | not reported in the loaded dataset |
| Aon Consulting Inc | ACTUARIAL | $692,164 | not reported in the loaded dataset |
| Clark , Schaefer Hackett | AUDITORS | $46,000 | not reported in the loaded dataset |
| Rsvp Direct, Inc. | PART COMM | $23,642 | not reported in the loaded dataset |
| Classical Marketing, LLC | PART COMM | $19,619 | not reported in the loaded dataset |
| Pension Benefit Information | PART COMM | $13,269 | not reported in the loaded dataset |