C&S Consolidated Pension Plan — Form 5500 plan (C&S Wholesale Grocers, Inc.)
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, C&S Consolidated Pension Plan is a benefit plan reported by C&S Wholesale Grocers, Inc. under EIN 04-1140950 and plan number 005. The latest loaded filing year is 2023. The filing reports 844 participants and $57,976,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C&S Wholesale Grocers, Inc.
- EIN
- 04-1140950
- Plan number
- 005
- Plan type
- 2
- Location
- Keene, NH
- Latest filing year
- 2023
- Participants
- 844
- End-of-year plan assets
- $57,976,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 844 | H, C | 20241009124115NAL0019182609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,976,120
- Total liabilities (EOY)
- $53,205
- Net assets (EOY)
- $57,922,915
- Net assets (BOY)
- $53,921,124
Income & contributions
- Employer contributions
- $2,509,774
- Total contributions
- $2,509,774
- Total income / additions
- $8,135,486
Expenses & distributions
- Benefits paid
- $3,910,550
- Administrative expenses
- $223,145
- Total expenses
- $4,133,695
- Net increase / (decrease)
- $4,001,791
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sun Life Capital Management | RETAINED BY EMPLOYER | $83,087 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors | RETAINED BY EMPLOYER | $56,250 | not reported in the loaded dataset | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $36,936 | $0 | 2023 |
| Raymond James & Associates, Inc | RETAINED BY EMPLOYER | $18,750 | not reported in the loaded dataset | 2023 |
| Ham, Langston & Brezina, Llp | RETAINED BY EMPLOYER | $16,995 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | RETAINED BY EMPLOYER | $11,127 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C&S Wholesale Grocers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Keene, NH
- Sun Life Capital Management — Schedule C compensation
- Concurrent Investment Advisors — Schedule C compensation
- John Hancock — Schedule C compensation
- Raymond James & Associates, Inc — Schedule C compensation
- Ham, Langston & Brezina, Llp — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation