2023 Form 5500 filing — Raley'S Group 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 20241014150911NAL0027662625001) for Raley'S Group Pension Plan, reported by Raley'S under EIN 94-1316611 and plan number 011. It reports 2,206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150911NAL0027662625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Raley'S
- EIN
- 94-1316611
- Plan number
- 011
- Location
- West Sacramento, CA
- Participants
- 2,206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $112,452,791
- Total liabilities (EOY)
- $1,436,052
- Net assets (EOY)
- $111,016,739
- Employer contributions
- $2,000,000
- Total income / additions
- $13,431,924
- Benefits paid
- $8,018,589
- Administrative expenses
- $2,053,781
- Total expenses
- $10,072,370
- Net increase / (decrease)
- $3,359,554
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Custody Solutions | CUSTODIAN | $221,638 | not reported in the loaded dataset |
| Blackrock Financial Management Inc | INVESTMENT MANAGEMENT | $112,492 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | INVESTMENT MANAGEMENT | $43,046 | $0 |
| Resources Investment Advisors, Inc. | INVESTMENT MANAGEMENT | $25,870 | not reported in the loaded dataset |
| Moss Adams Llp | ACCOUNTANT | $20,280 | not reported in the loaded dataset |