Belk Pension Plan — Form 5500 plan (Belk Stores Services, 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, Belk Pension Plan is a benefit plan reported by Belk Stores Services, LLC under EIN 56-0616731 and plan number 334. The latest loaded filing year is 2023. The filing reports 2,995 participants and $271,459,406 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Belk Stores Services, LLC
- EIN
- 56-0616731
- Plan number
- 334
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 2,995
- End-of-year plan assets
- $271,459,406
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,995 | H, C | 20241014143231NAL0053975266002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $271,459,406
- Total liabilities (EOY)
- $44,340,380
- Net assets (EOY)
- $227,119,026
- Net assets (BOY)
- $217,292,548
Income & contributions
- Total income / additions
- $24,327,309
Expenses & distributions
- Benefits paid
- $12,867,960
- Administrative expenses
- $1,632,871
- Total expenses
- $14,500,831
- Net increase / (decrease)
- $9,826,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Buck Global, LLC | NONE | $287,940 | not reported in the loaded dataset | 2023 |
| Towers Watson | ACTUARY | $264,296 | not reported in the loaded dataset | 2023 |
| Pimco | INVESTMENT MANAGER | $204,080 | not reported in the loaded dataset | 2023 |
| Income Research And Management | INVESTMENT MANAGER | $164,601 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Company | INVESTMENT MANAGER | $113,394 | not reported in the loaded dataset | 2023 |
| Belk Store Services | PLAN SPONSER | $111,492 | not reported in the loaded dataset | 2023 |
| Condent Hr | RECORDKEEPER/CONSULTING | $42,000 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $22,750 | not reported in the loaded dataset | 2023 |
| Blackrock | INVESTMENT MANAGER | $18,524 | not reported in the loaded dataset | 2023 |
| Susan Reisner | ATTORNEY | $8,761 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Belk Stores Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Buck Global, LLC — Schedule C compensation
- Towers Watson — Schedule C compensation
- Pimco — Schedule C compensation
- Income Research And Management — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation
- Belk Store Services — Schedule C compensation
- Condent Hr — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Blackrock — Schedule C compensation
- Susan Reisner — Schedule C compensation