Pension Plan For Salaried Employees Of Stater Bros. Markets — Form 5500 plan (Stater Bros. Markets)
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, Pension Plan For Salaried Employees Of Stater Bros. Markets is a benefit plan reported by Stater Bros. Markets under EIN 95-2586175 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,626 participants and $178,720,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stater Bros. Markets
- EIN
- 95-2586175
- Plan number
- 004
- Plan type
- 2
- Location
- San Bernardino, CA
- Latest filing year
- 2023
- Participants
- 1,626
- End-of-year plan assets
- $178,720,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,626 | H, C | 20250718114305NAL0002541152001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $178,720,481
- Total liabilities (EOY)
- $137,340
- Net assets (EOY)
- $178,583,141
- Net assets (BOY)
- $151,163,801
Income & contributions
- Employer contributions
- $5,830,000
- Total contributions
- $5,830,000
- Total income / additions
- $38,787,872
Expenses & distributions
- Benefits paid
- $11,210,847
- Administrative expenses
- $157,685
- Total expenses
- $11,368,532
- Net increase / (decrease)
- $27,419,340
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Columbia Management Investment Adv | INVESTMENT MANAGER | $120,022 | not reported in the loaded dataset | 2023 |
| Mfs Investment Management | INVESTMENT MANAGER | $11,543 | not reported in the loaded dataset | 2023 |
| Tcw | INVESTMENT MANAGER | $11,424 | not reported in the loaded dataset | 2023 |
| Allspring Global Investments | INVESTMENT MANAGER | $7,547 | not reported in the loaded dataset | 2023 |
| Baird | INVESTMENT MANAGER | $7,149 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stater Bros. Markets
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Bernardino, CA
- Columbia Management Investment Adv — Schedule C compensation
- Mfs Investment Management — Schedule C compensation
- Tcw — Schedule C compensation
- Allspring Global Investments — Schedule C compensation
- Baird — Schedule C compensation