Plan5500

Saks Fifth Avenue Pension Plan — Form 5500 plan (Saks & Company LLC)

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, Saks Fifth Avenue Pension Plan is a benefit plan reported by Saks & Company LLC under EIN 13-1256625 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,830 participants and $63,874,863 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Saks & Company LLC
EIN
13-1256625
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
2,830
End-of-year plan assets
$63,874,863

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,830H, C20241009074832NAL0037206978001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,874,863
Total liabilities (EOY)
$91,793
Net assets (EOY)
$63,783,070
Net assets (BOY)
$64,760,154

Income & contributions

Employer contributions
$2,401,600
Total contributions
$2,401,600
Total income / additions
$8,426,640

Expenses & distributions

Benefits paid
$7,404,619
Administrative expenses
$1,999,105
Total expenses
$9,403,724
Net increase / (decrease)
-$977,084

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer (Us)Inc.ACTUARY ADMINISTRATION$393,651not reported in the loaded dataset2023
Russell Investments Trust CompanyTRUSTEE$322,414not reported in the loaded dataset2023
Deloitte & Touche LlpAUDITOR$30,918not reported in the loaded dataset2023

Related Form 5500 pages