Supervalu Master Investment Trust — Form 5500 plan (Supervalu 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, Supervalu Master Investment Trust is a benefit plan reported by Supervalu Inc. under EIN 41-0617000 and plan number 105. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $4,978,279,087 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Supervalu Inc.
- EIN
- 41-0617000
- Plan number
- 105
- Plan type
- 4
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $4,978,279,087
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240327103202NAL0003609026001 |
| 2023 | not reported in the loaded dataset | H, C | 20241015185254NAL0029426401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,234,742,301
- Total liabilities (EOY)
- $33,020,231
- Net assets (EOY)
- $4,201,722,070
- Net assets (BOY)
- $4,013,401,788
Income & contributions
- Total contributions
- $0
- Total income / additions
- $468,105,192
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $8,226,654
- Total expenses
- $8,226,654
- Net increase / (decrease)
- $459,878,538
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting Inc. | NONE | $2,850,760 | not reported in the loaded dataset | 2023 |
| Wilshire Associates | NONE | $1,723,958 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | NONE | $1,396,642 | $0 | 2023 |
| Fidelity Investments | NONE | $1,199,154 | $0 | 2023 |
| Wilshire Associates | NONE | $1,187,109 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co Na | NONE | $945,221 | $0 | 2023 |
| Fiam | NONE | $918,355 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $563,306 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $478,895 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co. | NONE | $404,845 | $0 | 2023 |
| Voya Financial | NONE | $398,385 | not reported in the loaded dataset | 2023 |
| Capital Group | NONE | $359,305 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc. | NONE | $334,934 | not reported in the loaded dataset | 2023 |
| Morneau Shepell Limited | NONE | $270,078 | not reported in the loaded dataset | 2023 |
| Ameriprise | NONE | $239,595 | not reported in the loaded dataset | 2023 |
| Blackrock Lifepath Index | NONE | $232,860 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Associates, Inc. | NONE | $223,627 | $0 | 2023 |
| Lifeworks (Us) Ltd. | NONE | $202,133 | not reported in the loaded dataset | 2023 |
| Hotchkis And Wiley Capital | NONE | $195,030 | $0 | 2023 |
| Wellington Management Company | NONE | $176,615 | $0 | 2023 |
| Blackrock Lifepath Index | NONE | $174,236 | not reported in the loaded dataset | 2023 |
| Blackrock Lifepath Index | NONE | $164,525 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management Llp | NONE | $157,429 | $0 | 2023 |
| Parametric Portfolio Associate | NONE | $156,493 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust | NONE | $150,072 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Management, Lp | NONE | $119,944 | $0 | 2023 |
| Franklin Templetown | NONE | $118,671 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | NONE | $117,000 | not reported in the loaded dataset | 2023 |
| Newton Investment Mgmnt | NONE | $111,792 | not reported in the loaded dataset | 2023 |
| Blackrock Lifepath Index | NONE | $110,158 | not reported in the loaded dataset | 2023 |
| Baillie Gifford | NONE | $100,939 | not reported in the loaded dataset | 2023 |
| Blackrock Lifepath Index | NONE | $79,911 | not reported in the loaded dataset | 2023 |
| Western Asset Management | NONE | $78,183 | $0 | 2023 |
| Metropolitan West | NONE | $77,761 | not reported in the loaded dataset | 2023 |
| Grant Thornton | NONE | $77,600 | not reported in the loaded dataset | 2023 |
| Faegre Drinker Biddle & Reath | NONE | $75,157 | not reported in the loaded dataset | 2023 |
| Timessquare Capital Management | NONE | $59,277 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services Inc | NONE | $55,072 | not reported in the loaded dataset | 2023 |
| Eam Investors | NONE | $45,873 | $0 | 2023 |
| Eide Bailly Llp | NONE | $45,275 | not reported in the loaded dataset | 2023 |
| Blackrock Lifepath Index | NONE | $41,698 | not reported in the loaded dataset | 2023 |
| Blackrock Lifepath Index | NONE | $41,048 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Dimaco | NONE | $25,317 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $20,250 | not reported in the loaded dataset | 2023 |
| Dimaco Ltd | NONE | $19,656 | not reported in the loaded dataset | 2023 |
| Blackrock Lifepath Index | NONE | $14,680 | not reported in the loaded dataset | 2023 |
| Strategic Completion Non- | NONE | $13,373 | not reported in the loaded dataset | 2023 |
| Blackrock Msci Acwi Ex-U.S. | NONE | $12,840 | not reported in the loaded dataset | 2023 |
| Russell 1000 Index Fund F | NONE | $11,972 | not reported in the loaded dataset | 2023 |
| Blackrock - U.S. Debt Index | NONE | $11,108 | not reported in the loaded dataset | 2023 |
| Vista Equity Ptnrs Fd Vi Lp | NONE | $10,134 | $0 | 2023 |
| Curcio Webb | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Towers Watson Delaware Inc | NONE | $8,755 | not reported in the loaded dataset | 2023 |
| Strategic Partners Offshore Lp | NONE | $8,594 | $0 | 2023 |
| Faegre Drinker Biddle & Reath | NONE | $8,283 | not reported in the loaded dataset | 2023 |
| Jellyvision | NONE | $7,773 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | NONE | $7,624 | not reported in the loaded dataset | 2023 |
| Jellyvision | NONE | $6,402 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Supervalu Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Aon Consulting Inc. — Schedule C compensation
- Wilshire Associates — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Blackrock Institutional Trust Co Na — Schedule C compensation
- Fiam — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Pacific Investment Management Co. — Schedule C compensation
- Voya Financial — Schedule C compensation
- Capital Group — Schedule C compensation
- Morneau Shepell Limited — Schedule C compensation
- Ameriprise — Schedule C compensation
- Blackrock Lifepath Index — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Lifeworks (Us) Ltd. — Schedule C compensation
- Hotchkis And Wiley Capital — Schedule C compensation
- Wellington Management Company — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Parametric Portfolio Associate — Schedule C compensation
- State Street Bank And Trust — Schedule C compensation
- Goldman Sachs Asset Management, Lp — Schedule C compensation
- Franklin Templetown — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Newton Investment Mgmnt — Schedule C compensation
- Baillie Gifford — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Metropolitan West — Schedule C compensation
- Grant Thornton — Schedule C compensation
- Faegre Drinker Biddle & Reath — Schedule C compensation
- Timessquare Capital Management — Schedule C compensation
- Gallagher Benefit Services Inc — Schedule C compensation
- Eam Investors — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Parametric Portfolio Associates — Schedule C compensation
- Dimaco — Schedule C compensation
- Dimaco Ltd — Schedule C compensation
- Strategic Completion Non- — Schedule C compensation
- Blackrock Msci Acwi Ex-U.S. — Schedule C compensation
- Russell 1000 Index Fund F — Schedule C compensation
- Blackrock - U.S. Debt Index — Schedule C compensation
- Vista Equity Ptnrs Fd Vi Lp — Schedule C compensation
- Curcio Webb — Schedule C compensation
- Towers Watson Delaware Inc — Schedule C compensation
- Strategic Partners Offshore Lp — Schedule C compensation
- Jellyvision — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation