2023 Form 5500 filing — Belk 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 20241014143231NAL0053975266002) for Belk Pension Plan, reported by Belk Stores Services, LLC under EIN 56-0616731 and plan number 334. It reports 2,995 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143231NAL0053975266002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Belk Stores Services, LLC
- EIN
- 56-0616731
- Plan number
- 334
- Location
- Charlotte, NC
- Participants
- 2,995
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $271,459,406
- Total liabilities (EOY)
- $44,340,380
- Net assets (EOY)
- $227,119,026
- Total income / additions
- $24,327,309
- Benefits paid
- $12,867,960
- Administrative expenses
- $1,632,871
- Total expenses
- $14,500,831
- Net increase / (decrease)
- $9,826,478
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buck Global, LLC | NONE | $287,940 | not reported in the loaded dataset |
| Towers Watson | ACTUARY | $264,296 | not reported in the loaded dataset |
| Pimco | INVESTMENT MANAGER | $204,080 | not reported in the loaded dataset |
| Income Research And Management | INVESTMENT MANAGER | $164,601 | not reported in the loaded dataset |
| State Street Bank & Trust Company | INVESTMENT MANAGER | $113,394 | not reported in the loaded dataset |
| Belk Store Services | PLAN SPONSER | $111,492 | not reported in the loaded dataset |
| Condent Hr | RECORDKEEPER/CONSULTING | $42,000 | not reported in the loaded dataset |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $22,750 | not reported in the loaded dataset |
| Blackrock | INVESTMENT MANAGER | $18,524 | not reported in the loaded dataset |
| Susan Reisner | ATTORNEY | $8,761 | not reported in the loaded dataset |