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Plan Name | THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | THE KROGER CO. |
Employer identification number (EIN): | 310345740 |
NAIC Classification: | 445110 |
NAIC Description: | Supermarkets and Other Grocery (except Convenience) Stores |
Additional information about THE KROGER CO.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1902-04-03 |
Company Identification Number: | 14931 |
Legal Registered Office Address: |
50 W. BROAD ST SUITE 1800 COLUMBUS United States of America (USA) 43215 |
More information about THE KROGER CO.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | THERESA MONTI | THERESA MONTI | 2018-10-11 | |
002 | 2016-01-01 | THERESA MONTI | THERESA MONTI | 2017-10-16 | |
002 | 2015-01-01 | THERESA MONTI | THERESA MONTI | 2016-10-14 | |
002 | 2014-01-01 | THERESA MONTI | THERESA MONTI | 2015-10-13 | |
002 | 2013-01-01 | THERESA MONTI | THERESA MONTI | 2014-10-14 | |
002 | 2012-01-01 | THERESA MONTI | THERESA MONTI | 2013-10-15 | |
002 | 2011-01-01 | THOMAS SMITH | |||
002 | 2009-01-01 | THOMAS SMITH |
Measure | Date | Value |
---|---|---|
2022: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 59,626,037 |
Acturial value of plan assets | 2022-12-31 | 57,064,714 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 18,051,215 |
Number of terminated vested participants | 2022-12-31 | 329 |
Fundng target for terminated vested participants | 2022-12-31 | 7,487,528 |
Active participant vested funding target | 2022-12-31 | 14,794,673 |
Number of active participants | 2022-12-31 | 653 |
Total funding liabilities for active participants | 2022-12-31 | 16,235,928 |
Total participant count | 2022-12-31 | 1,477 |
Total funding target for all participants | 2022-12-31 | 41,774,671 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 8,018,707 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 8,018,707 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 400,000 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 8,061,340 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 1,311,940 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 1,474 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 662 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 445 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 341 |
Total of all active and inactive participants | 2022-01-01 | 1,448 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 58 |
Total participants | 2022-01-01 | 1,506 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 44 |
2021: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 58,469,376 |
Acturial value of plan assets | 2021-12-31 | 52,622,439 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 16,443,341 |
Number of terminated vested participants | 2021-12-31 | 295 |
Fundng target for terminated vested participants | 2021-12-31 | 6,709,343 |
Active participant vested funding target | 2021-12-31 | 14,783,810 |
Number of active participants | 2021-12-31 | 805 |
Total funding liabilities for active participants | 2021-12-31 | 16,403,069 |
Total participant count | 2021-12-31 | 1,582 |
Total funding target for all participants | 2021-12-31 | 39,555,753 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 8,900,299 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 531,701 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 8,368,598 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 1,760,000 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 8,018,707 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 1,528,927 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 1,580 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 653 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 446 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 322 |
Total of all active and inactive participants | 2021-01-01 | 1,421 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 53 |
Total participants | 2021-01-01 | 1,474 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 131 |
2020: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 51,764,305 |
Acturial value of plan assets | 2020-12-31 | 48,995,563 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 15,502,824 |
Number of terminated vested participants | 2020-12-31 | 257 |
Fundng target for terminated vested participants | 2020-12-31 | 5,608,271 |
Active participant vested funding target | 2020-12-31 | 16,260,625 |
Number of active participants | 2020-12-31 | 804 |
Total funding liabilities for active participants | 2020-12-31 | 18,080,007 |
Total participant count | 2020-12-31 | 1,526 |
Total funding target for all participants | 2020-12-31 | 39,191,102 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 8,826,205 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 1,335,001 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 7,491,204 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 8,900,299 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 1,435,863 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 531,701 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 531,701 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,524 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 805 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 439 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 288 |
Total of all active and inactive participants | 2020-01-01 | 1,532 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 48 |
Total participants | 2020-01-01 | 1,580 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 150 |
2019: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 45,176,414 |
Acturial value of plan assets | 2019-12-31 | 47,088,979 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 13,637,858 |
Number of terminated vested participants | 2019-12-31 | 251 |
Fundng target for terminated vested participants | 2019-12-31 | 5,999,195 |
Active participant vested funding target | 2019-12-31 | 17,113,345 |
Number of active participants | 2019-12-31 | 834 |
Total funding liabilities for active participants | 2019-12-31 | 18,601,986 |
Total participant count | 2019-12-31 | 1,531 |
Total funding target for all participants | 2019-12-31 | 38,239,039 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 10,723,389 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 509,142 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 10,214,247 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 1,100,000 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 8,826,205 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 1,358,736 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,335,001 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 1,335,001 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 1,529 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 804 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 425 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 253 |
Total of all active and inactive participants | 2019-01-01 | 1,482 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 42 |
Total participants | 2019-01-01 | 1,524 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 92 |
2018: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 47,663,940 |
Acturial value of plan assets | 2018-12-31 | 46,987,475 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 12,656,054 |
Number of terminated vested participants | 2018-12-31 | 243 |
Fundng target for terminated vested participants | 2018-12-31 | 5,409,797 |
Active participant vested funding target | 2018-12-31 | 16,402,664 |
Number of active participants | 2018-12-31 | 788 |
Total funding liabilities for active participants | 2018-12-31 | 17,481,771 |
Total participant count | 2018-12-31 | 1,461 |
Total funding target for all participants | 2018-12-31 | 35,547,622 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 6,955,012 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 6,955,012 |
Present value of excess contributions | 2018-12-31 | 6,027,997 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 6,390,882 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 3,100,000 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 10,723,389 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 1,225,606 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 509,142 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 509,142 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,457 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 834 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 407 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 246 |
Total of all active and inactive participants | 2018-01-01 | 1,487 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 42 |
Total participants | 2018-01-01 | 1,529 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 58 |
2017: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 38,955,588 |
Acturial value of plan assets | 2017-12-31 | 39,726,491 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 11,488,835 |
Number of terminated vested participants | 2017-12-31 | 239 |
Fundng target for terminated vested participants | 2017-12-31 | 4,867,283 |
Active participant vested funding target | 2017-12-31 | 14,769,684 |
Number of active participants | 2017-12-31 | 772 |
Total funding liabilities for active participants | 2017-12-31 | 15,681,396 |
Total participant count | 2017-12-31 | 1,433 |
Total funding target for all participants | 2017-12-31 | 32,037,514 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 662,056 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 662,056 |
Present value of excess contributions | 2017-12-31 | 8,103,215 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 8,605,614 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 6,247,936 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 6,955,012 |
Total employer contributions | 2017-12-31 | 7,000,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 6,337,296 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,043,264 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 309,299 |
Additional cash requirement | 2017-12-31 | 309,299 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 6,337,296 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 1,429 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 788 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 399 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 238 |
Total of all active and inactive participants | 2017-01-01 | 1,425 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 32 |
Total participants | 2017-01-01 | 1,457 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 84 |
2016: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 29,975,754 |
Acturial value of plan assets | 2016-12-31 | 31,730,325 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 11,033,951 |
Number of terminated vested participants | 2016-12-31 | 244 |
Fundng target for terminated vested participants | 2016-12-31 | 4,308,946 |
Active participant vested funding target | 2016-12-31 | 13,833,609 |
Number of active participants | 2016-12-31 | 728 |
Total funding liabilities for active participants | 2016-12-31 | 14,589,362 |
Total participant count | 2016-12-31 | 1,391 |
Total funding target for all participants | 2016-12-31 | 29,932,259 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 671,661 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 671,661 |
Present value of excess contributions | 2016-12-31 | 1,884,809 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 2,005,060 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 662,056 |
Total employer contributions | 2016-12-31 | 9,000,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 8,124,470 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 1,157,265 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 21,255 |
Additional cash requirement | 2016-12-31 | 21,255 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 8,124,470 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 1,387 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 772 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 391 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 235 |
Total of all active and inactive participants | 2016-01-01 | 1,398 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 31 |
Total participants | 2016-01-01 | 1,429 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 58 |
2015: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,471 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 728 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 391 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 239 |
Total of all active and inactive participants | 2015-01-01 | 1,358 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 29 |
Total participants | 2015-01-01 | 1,387 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 54 |
2014: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,536 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 816 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 392 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 239 |
Total of all active and inactive participants | 2014-01-01 | 1,447 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 24 |
Total participants | 2014-01-01 | 1,471 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 49 |
2013: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,350 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 880 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 389 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 244 |
Total of all active and inactive participants | 2013-01-01 | 1,513 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 23 |
Total participants | 2013-01-01 | 1,536 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 48 |
2012: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,327 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 702 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 392 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 233 |
Total of all active and inactive participants | 2012-01-01 | 1,327 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 23 |
Total participants | 2012-01-01 | 1,350 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 45 |
2011: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,320 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 709 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 366 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 220 |
Total of all active and inactive participants | 2011-01-01 | 1,295 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 32 |
Total participants | 2011-01-01 | 1,327 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 199 |
2009: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,206 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 744 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 379 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 166 |
Total of all active and inactive participants | 2009-01-01 | 1,289 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 13 |
Total participants | 2009-01-01 | 1,302 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 212 |
Measure | Date | Value |
---|---|---|
2022 : THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $15,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $21,000 |
Total income from all sources (including contributions) | 2022-12-31 | $-12,003,000 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,317,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,823,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $45,245,000 |
Value of total assets at beginning of year | 2022-12-31 | $59,571,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $494,000 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $15,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $21,000 |
Administrative expenses (other) incurred | 2022-12-31 | $494,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-14,320,000 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $45,230,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $59,550,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $45,245,000 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $59,571,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,823,000 |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLARK, SCHAEFER, HACKETT & CO |
Accountancy firm EIN | 2022-12-31 | 310800053 |
2021 : THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $21,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $20,000 |
Total income from all sources (including contributions) | 2021-12-31 | $3,538,000 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,468,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,756,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $59,571,000 |
Value of total assets at beginning of year | 2021-12-31 | $58,500,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $712,000 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $21,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $20,000 |
Administrative expenses (other) incurred | 2021-12-31 | $712,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,070,000 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $59,550,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $58,480,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $59,571,000 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $58,500,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,756,000 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLARK, SCHAEFER, HACKETT & CO |
Accountancy firm EIN | 2021-12-31 | 310800053 |
2020 : THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $20,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $17,000 |
Total income from all sources (including contributions) | 2020-12-31 | $8,801,000 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,042,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,643,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $58,500,000 |
Value of total assets at beginning of year | 2020-12-31 | $51,738,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $399,000 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $20,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $17,000 |
Administrative expenses (other) incurred | 2020-12-31 | $399,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $6,759,000 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $58,480,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $51,721,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $58,500,000 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $51,738,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,643,000 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2020-12-31 | 310800053 |
2019 : THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $17,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $16,000 |
Total income from all sources (including contributions) | 2019-12-31 | $8,501,000 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,002,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,585,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $51,738,000 |
Value of total assets at beginning of year | 2019-12-31 | $45,238,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $417,000 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $17,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $16,000 |
Administrative expenses (other) incurred | 2019-12-31 | $417,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $6,499,000 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $51,721,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $45,222,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $51,738,000 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $45,238,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,585,000 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2019-12-31 | 310800053 |
2018 : THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $16,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $27,000 |
Total income from all sources (including contributions) | 2018-12-31 | $-1,214,000 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,733,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,456,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $45,238,000 |
Value of total assets at beginning of year | 2018-12-31 | $48,196,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $277,000 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $16,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $27,000 |
Administrative expenses (other) incurred | 2018-12-31 | $277,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,947,000 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $45,222,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $48,169,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $45,238,000 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $41,196,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $7,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,456,000 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2018-12-31 | 310800053 |
2017 : THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $27,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $19,000 |
Total income from all sources (including contributions) | 2017-12-31 | $10,224,000 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,611,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,316,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $7,000,000 |
Value of total assets at end of year | 2017-12-31 | $48,196,000 |
Value of total assets at beginning of year | 2017-12-31 | $39,575,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $295,000 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $27,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $19,000 |
Administrative expenses (other) incurred | 2017-12-31 | $295,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $8,613,000 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $48,169,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $39,556,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $41,196,000 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $30,575,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $7,000,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $7,000,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $9,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,316,000 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2017-12-31 | 310800053 |
2016 : THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $19,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $18,000 |
Total income from all sources (including contributions) | 2016-12-31 | $13,473,000 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,759,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,320,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $11,200,000 |
Value of total assets at end of year | 2016-12-31 | $39,575,000 |
Value of total assets at beginning of year | 2016-12-31 | $27,860,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $439,000 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $19,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $18,000 |
Administrative expenses (other) incurred | 2016-12-31 | $439,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $11,714,000 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $39,556,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $27,842,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $30,575,000 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $27,860,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $11,200,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $9,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,320,000 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2016-12-31 | 310800053 |
2015 : THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $18,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $70,000 |
Total income from all sources (including contributions) | 2015-12-31 | $-211,000 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,669,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,254,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $27,860,000 |
Value of total assets at beginning of year | 2015-12-31 | $29,792,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $415,000 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $18,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $70,000 |
Administrative expenses (other) incurred | 2015-12-31 | $415,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,880,000 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $27,842,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $29,722,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $27,860,000 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $29,792,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,254,000 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2015-12-31 | 310800053 |
2014 : THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $70,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $23,000 |
Total income from all sources (including contributions) | 2014-12-31 | $1,705,000 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,547,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,323,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $29,792,000 |
Value of total assets at beginning of year | 2014-12-31 | $29,587,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $224,000 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $70,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $23,000 |
Administrative expenses (other) incurred | 2014-12-31 | $224,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $158,000 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $29,722,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $29,564,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $29,792,000 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $29,587,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,323,000 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2014-12-31 | 310800053 |
2013 : THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $23,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $27,000 |
Total income from all sources (including contributions) | 2013-12-31 | $2,321,000 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,307,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,155,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $29,587,000 |
Value of total assets at beginning of year | 2013-12-31 | $28,577,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $152,000 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $23,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $27,000 |
Administrative expenses (other) incurred | 2013-12-31 | $152,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,014,000 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $29,564,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $28,550,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $29,587,000 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $27,577,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,155,000 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2013-12-31 | 310800053 |
2012 : THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2012 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $27,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $44,341 |
Total income from all sources (including contributions) | 2012-12-31 | $6,171,000 |
Total of all expenses incurred | 2012-12-31 | $1,301,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,168,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,724,000 |
Value of total assets at end of year | 2012-12-31 | $28,577,000 |
Value of total assets at beginning of year | 2012-12-31 | $23,724,377 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $133,000 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $27,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $44,341 |
Administrative expenses (other) incurred | 2012-12-31 | $133,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,870,000 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $28,550,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $23,680,036 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $27,577,000 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $23,724,377 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,724,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,000,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,168,000 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2012-12-31 | 310800053 |
2011 : THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $44,341 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $28,682 |
Total income from all sources (including contributions) | 2011-12-31 | $449,379 |
Total of all expenses incurred | 2011-12-31 | $1,261,195 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,123,164 |
Value of total assets at end of year | 2011-12-31 | $23,724,377 |
Value of total assets at beginning of year | 2011-12-31 | $24,520,533 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $138,031 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $44,341 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $28,682 |
Administrative expenses (other) incurred | 2011-12-31 | $138,031 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-811,816 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $23,680,036 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $24,491,851 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $23,724,377 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $23,980,533 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $540,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,123,164 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2011-12-31 | 310800053 |
2010 : THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2010 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $28,682 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $15,039 |
Total income from all sources (including contributions) | 2010-12-31 | $3,722,594 |
Total of all expenses incurred | 2010-12-31 | $1,229,004 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,112,402 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $540,000 |
Value of total assets at end of year | 2010-12-31 | $24,520,533 |
Value of total assets at beginning of year | 2010-12-31 | $22,013,299 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $116,602 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $28,682 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $15,039 |
Administrative expenses (other) incurred | 2010-12-31 | $116,602 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,493,590 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $24,491,851 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $21,998,260 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $23,980,533 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $21,013,299 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $540,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $540,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,112,402 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2010-12-31 | 310800053 |
2009 : THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE KROGER CO. PENSION PLAN REP. BY AMALGAMATED MEAT CUTTERS 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |