Harris Teeter Supermarkets, Inc. Employees' Pension Plan — Form 5500 plan (Harris Teeter Supermarkets, 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, Harris Teeter Supermarkets, Inc. Employees' Pension Plan is a benefit plan reported by Harris Teeter Supermarkets, Inc. under EIN 56-0905940 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,506 participants and $151,396,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harris Teeter Supermarkets, Inc.
- EIN
- 56-0905940
- Plan number
- 001
- Plan type
- 2
- Location
- Matthews, NC
- Latest filing year
- 2023
- Participants
- 3,506
- End-of-year plan assets
- $151,396,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,506 | H, C | 20241014161212NAL0046755600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $151,396,582
- Total liabilities (EOY)
- $16,447
- Net assets (EOY)
- $151,380,135
- Net assets (BOY)
- $135,820,051
Income & contributions
- Employer contributions
- $26,500,000
- Total contributions
- $26,500,000
- Total income / additions
- $38,533,780
Expenses & distributions
- Benefits paid
- $19,477,924
- Administrative expenses
- $3,495,772
- Total expenses
- $22,973,696
- Net increase / (decrease)
- $15,560,084
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of New York Mellon | NONE | $518,765 | not reported in the loaded dataset | 2023 |
| Aon Actuarial/Admin | ACTUARY | $211,375 | not reported in the loaded dataset | 2023 |
| Mercer | ACTUARY | $73,252 | not reported in the loaded dataset | 2023 |
| Principal | TRUSTEE | $12,832 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harris Teeter Supermarkets, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Matthews, NC
- Bank Of New York Mellon — Schedule C compensation
- Aon Actuarial/Admin — Schedule C compensation
- Mercer — Schedule C compensation
- Principal — Schedule C compensation