Plan5500

Affiliated Supervalu Retail Outlets Welfare Plan — Form 5500 plan (Affiliated Supervalu Retail Outlets Welfare Plan)

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, Affiliated Supervalu Retail Outlets Welfare Plan is a benefit plan reported by Affiliated Supervalu Retail Outlets Welfare Plan under EIN 25-1805823 and plan number 501. The latest loaded filing year is 2023. The filing reports 469 participants and $465,092 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Affiliated Supervalu Retail Outlets Welfare Plan
EIN
25-1805823
Plan number
501
Plan type
3
Location
Greensburg, PA
Latest filing year
2023
Participants
469
End-of-year plan assets
$465,092

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023469H, C20250612094458NAL0016667857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$465,092
Total liabilities (EOY)
$27,509
Net assets (EOY)
$437,583
Net assets (BOY)
$392,491

Income & contributions

Employer contributions
$234,633
Participant contributions
$1,072
Total contributions
$235,705
Total income / additions
$235,726

Expenses & distributions

Benefits paid
$151,575
Administrative expenses
$39,059
Total expenses
$190,634
Net increase / (decrease)
$45,092

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sun Life Assurance Co Of CanandaCLAIMS PROCESSING$16,260not reported in the loaded dataset2023
C B Tracy & Associates Dba TracycoCONTRACT ADMINISTRATOR$12,198not reported in the loaded dataset2023
Deluzio & Company, LlpAUDITING SERVICES$9,750not reported in the loaded dataset2023

Related Form 5500 pages