Bashas' Employees Defined Benefit Pension Plan And Trust — Form 5500 plan (Raley'S Arizona 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, Bashas' Employees Defined Benefit Pension Plan And Trust is a benefit plan reported by Raley'S Arizona LLC under EIN 87-2167964 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,646 participants and $139,366,283 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Raley'S Arizona LLC
EIN
87-2167964
Plan number
001
Plan type
2
Location
West Sacramento, CA
Latest filing year
2023
Participants
6,646
End-of-year plan assets
$139,366,283

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,646H, C20241014155602NAL0027788593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$139,366,283
Total liabilities (EOY)
$0
Net assets (EOY)
$139,366,283
Net assets (BOY)
$186,954,686

Income & contributions

Employer contributions
$4,064,931
Participant contributions
$0
Total contributions
$4,064,931
Total income / additions
$15,900,958

Expenses & distributions

Benefits paid
$61,216,572
Administrative expenses
$2,272,789
Total expenses
$63,489,361
Net increase / (decrease)
-$47,588,403

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupNONE$356,421not reported in the loaded dataset2023
Principal Trust CompanyNONE$254,875not reported in the loaded dataset2023
CliftonlarsonallenNONE$34,125not reported in the loaded dataset2023
Principal Trust CompanyNONE$0$02023

Related Form 5500 pages