Macys Inc Defined Benefit Plans Master Trust — Form 5500 plan (Macys 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, Macys Inc Defined Benefit Plans Master Trust is a benefit plan reported by Macys Inc under EIN 13-3324058 and plan number 015. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $2,036,251,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Macys Inc
- EIN
- 13-3324058
- Plan number
- 015
- Plan type
- 4
- Location
- Springdale, OH
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $2,036,251,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014112655NAL0052047906001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,036,251,000
- Total liabilities (EOY)
- $17,757,000
- Net assets (EOY)
- $2,018,494,000
- Net assets (BOY)
- $2,299,972,000
Income & contributions
- Total contributions
- $0
- Total income / additions
- $179,650,000
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $4,901,000
- Total expenses
- $4,901,000
- Net increase / (decrease)
- $174,749,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gsam | INV MGR | $1,790,604 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co Ll | INV MGR | $523,973 | $0 | 2023 |
| J.P. Morgan Investment Management | INV MGR | $372,927 | $6,818 | 2023 |
| Voya Investment Trust Company | INV MGR | $319,664 | $0 | 2023 |
| J.P. Morgan Chase Bank | TRUSTEE | $313,644 | $0 | 2023 |
| Adams Street Partners | INV MGR | $300,203 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | INV MGR | $258,453 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co | INV MGR | $250,617 | $0 | 2023 |
| Principal | TRUSTEE | $156,649 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | INV MGR | $0 | $146,236 | 2023 |
| Wellington Management Co. | INV MGR | $113,223 | $0 | 2023 |
| Wells Fargo Bank, N.A. | TRUSTEE | $60,872 | not reported in the loaded dataset | 2023 |
| Robeco Global Emerging Markets Euit | INV MGR | $50,982 | $0 | 2023 |
| Allspring Intermediate Ii LLC | INV MGR | $49,131 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Compa | INV MGR | $43,627 | $0 | 2023 |
| Northern Trust Corporation | INV MGR | $30,322 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Macys Inc
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Springdale, OH
- Gsam — Schedule C compensation
- Pacific Investment Management Co Ll — Schedule C compensation
- J.P. Morgan Investment Management — Schedule C compensation
- Voya Investment Trust Company — Schedule C compensation
- J.P. Morgan Chase Bank — Schedule C compensation
- Adams Street Partners — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Prudential Insurance Co — Schedule C compensation
- Principal — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Wellington Management Co. — Schedule C compensation
- Wells Fargo Bank, N.A. — Schedule C compensation
- Robeco Global Emerging Markets Euit — Schedule C compensation
- Allspring Intermediate Ii LLC — Schedule C compensation
- Blackrock Institutional Trust Compa — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation