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MACY'S SERVICES 401(K) PLAN 401k Plan overview

Plan NameMACY'S SERVICES 401(K) PLAN
Plan identification number 001

MACY'S SERVICES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

MACY'S SERVICES has sponsored the creation of one or more 401k plans.

Company Name:MACY'S SERVICES
Employer identification number (EIN):320326571
NAIC Classification:221300

Additional information about MACY'S SERVICES

Jurisdiction of Incorporation: Wyoming Corporations Division
Incorporation Date: 1999-06-03
Company Identification Number: 000346043
Legal Registered Office Address: 415 E. Kelly Ave

Jackson
United States of America (USA)
83001

More information about MACY'S SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MACY'S SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01DWIGHT REPPA2022-09-07 DWIGHT REPPA2022-09-07
0012020-01-01DWIGHT REPPA2021-08-31 DWIGHT REPPA2021-08-31
0012019-01-01DWIGHT REPPA2020-06-30 DWIGHT REPPA2020-06-30
0012018-01-01DWIGHT REPPA2019-10-01 DWIGHT REPPA2019-10-01
0012017-01-01DWIGHT REPPA
0012016-01-01DWIGHT REPPA
0012015-01-01DWIGHT REPPA DWIGHT REPPA2016-08-17
0012014-01-01DWIGHT REPPA DWIGHT REPPA2015-09-24
0012013-01-01DWIGHT REPPA
0012012-01-01DWIGHT REPPA DWIGHT REPPA2013-07-03
0012011-01-01DWIGHT REPPA
0012010-01-01DWIGHT REPPA

Plan Statistics for MACY'S SERVICES 401(K) PLAN

401k plan membership statisitcs for MACY'S SERVICES 401(K) PLAN

Measure Date Value
2021: MACY'S SERVICES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0122
Total number of active participants reported on line 7a of the Form 55002021-01-0113
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0119
Number of participants with account balances2021-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MACY'S SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0122
Total number of active participants reported on line 7a of the Form 55002020-01-0119
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0122
Number of participants with account balances2020-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MACY'S SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0118
Total number of active participants reported on line 7a of the Form 55002019-01-0117
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0120
Number of participants with account balances2019-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MACY'S SERVICES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0119
Total number of active participants reported on line 7a of the Form 55002018-01-0113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0117
Number of participants with account balances2018-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MACY'S SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0115
Total number of active participants reported on line 7a of the Form 55002017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0116
Total participants2017-01-0116
Number of participants with account balances2017-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MACY'S SERVICES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0115
Total number of active participants reported on line 7a of the Form 55002016-01-0112
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0115
Total participants2016-01-0115
Number of participants with account balances2016-01-0115
2015: MACY'S SERVICES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0115
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0113
Number of participants with account balances2015-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MACY'S SERVICES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0115
Total participants2014-01-0115
Number of participants with account balances2014-01-0115
2013: MACY'S SERVICES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0114
Total participants2013-01-0114
Number of participants with account balances2013-01-0114
2012: MACY'S SERVICES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0113
Total participants2012-01-0113
Number of participants with account balances2012-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MACY'S SERVICES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0113
Total participants2011-01-0113
Number of participants with account balances2011-01-0112
2010: MACY'S SERVICES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0115
Total number of active participants reported on line 7a of the Form 55002010-01-0112
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0114
Total participants2010-01-0114
Number of participants with account balances2010-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on MACY'S SERVICES 401(K) PLAN

Measure Date Value
2021 : MACY'S SERVICES 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$340,302
Expenses. Total of all expenses incurred2021-12-31$58,235
Benefits paid (including direct rollovers)2021-12-31$48,288
Total plan assets at end of year2021-12-31$2,091,440
Total plan assets at beginning of year2021-12-31$1,809,373
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$105,389
Expenses. Other expenses not covered elsewhere2021-12-31$9,947
Contributions received from other sources (not participants or employers)2021-12-31$4,533
Other income received2021-12-31$199,752
Net income (gross income less expenses)2021-12-31$282,067
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,091,440
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,809,373
Total contributions received or receivable from employer(s)2021-12-31$30,628
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : MACY'S SERVICES 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$317,780
Expenses. Total of all expenses incurred2020-12-31$31,636
Benefits paid (including direct rollovers)2020-12-31$16,468
Total plan assets at end of year2020-12-31$1,809,373
Total plan assets at beginning of year2020-12-31$1,523,229
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$99,037
Expenses. Other expenses not covered elsewhere2020-12-31$15,168
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$186,835
Net income (gross income less expenses)2020-12-31$286,144
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,809,373
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,523,229
Total contributions received or receivable from employer(s)2020-12-31$31,908
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : MACY'S SERVICES 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$321,822
Expenses. Total of all expenses incurred2019-12-31$10,484
Total plan assets at end of year2019-12-31$1,523,229
Total plan assets at beginning of year2019-12-31$1,211,891
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$87,225
Assets. Value of loans (other than to participants)2019-12-31$4,853
Expenses. Other expenses not covered elsewhere2019-12-31$10,484
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$208,171
Net income (gross income less expenses)2019-12-31$311,338
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,523,229
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,211,891
Total contributions received or receivable from employer(s)2019-12-31$26,426
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : MACY'S SERVICES 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$41,313
Expenses. Total of all expenses incurred2018-12-31$94,412
Benefits paid (including direct rollovers)2018-12-31$84,162
Total plan assets at end of year2018-12-31$1,211,891
Total plan assets at beginning of year2018-12-31$1,264,990
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$76,735
Assets. Value of loans (other than to participants)2018-12-31$5,192
Expenses. Other expenses not covered elsewhere2018-12-31$10,250
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-61,966
Net income (gross income less expenses)2018-12-31$-53,099
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,211,891
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,264,990
Total contributions received or receivable from employer(s)2018-12-31$26,544
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : MACY'S SERVICES 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$260,462
Expenses. Total of all expenses incurred2017-12-31$209,748
Benefits paid (including direct rollovers)2017-12-31$200,030
Total plan assets at end of year2017-12-31$1,264,990
Total plan assets at beginning of year2017-12-31$1,214,276
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$80,819
Expenses. Other expenses not covered elsewhere2017-12-31$9,718
Other income received2017-12-31$149,289
Net income (gross income less expenses)2017-12-31$50,714
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,264,990
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,214,276
Assets. Value of participant loans2017-12-31$13,927
Total contributions received or receivable from employer(s)2017-12-31$30,354
2016 : MACY'S SERVICES 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$181,990
Expenses. Total of all expenses incurred2016-12-31$7,547
Total plan assets at end of year2016-12-31$1,214,276
Total plan assets at beginning of year2016-12-31$1,039,833
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$74,071
Expenses. Other expenses not covered elsewhere2016-12-31$7,547
Other income received2016-12-31$80,183
Net income (gross income less expenses)2016-12-31$174,443
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,214,276
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,039,833
Assets. Value of participant loans2016-12-31$23,845
Total contributions received or receivable from employer(s)2016-12-31$27,736
2015 : MACY'S SERVICES 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$77,038
Expenses. Total of all expenses incurred2015-12-31$32,121
Benefits paid (including direct rollovers)2015-12-31$26,472
Total plan assets at end of year2015-12-31$1,039,833
Total plan assets at beginning of year2015-12-31$994,916
Value of fidelity bond covering the plan2015-12-31$51,000
Total contributions received or receivable from participants2015-12-31$69,878
Other income received2015-12-31$-12,706
Net income (gross income less expenses)2015-12-31$44,917
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,039,833
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$994,916
Assets. Value of participant loans2015-12-31$14,990
Total contributions received or receivable from employer(s)2015-12-31$19,866
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,649
2014 : MACY'S SERVICES 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$106,970
Expenses. Total of all expenses incurred2014-12-31$1,750
Benefits paid (including direct rollovers)2014-12-31$1,750
Total plan assets at end of year2014-12-31$991,166
Total plan assets at beginning of year2014-12-31$885,946
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$68,301
Other income received2014-12-31$17,358
Net income (gross income less expenses)2014-12-31$105,220
Net plan assets at end of year (total assets less liabilities)2014-12-31$991,166
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$885,946
Assets. Value of participant loans2014-12-31$23,395
Total contributions received or receivable from employer(s)2014-12-31$21,311
2013 : MACY'S SERVICES 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$185,259
Expenses. Total of all expenses incurred2013-12-31$37,708
Benefits paid (including direct rollovers)2013-12-31$28,122
Total plan assets at end of year2013-12-31$885,946
Total plan assets at beginning of year2013-12-31$738,395
Value of fidelity bond covering the plan2013-12-31$51,000
Total contributions received or receivable from participants2013-12-31$69,031
Expenses. Other expenses not covered elsewhere2013-12-31$9,586
Other income received2013-12-31$98,155
Net income (gross income less expenses)2013-12-31$147,551
Net plan assets at end of year (total assets less liabilities)2013-12-31$885,946
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$738,395
Assets. Value of participant loans2013-12-31$27,711
Total contributions received or receivable from employer(s)2013-12-31$18,073
2012 : MACY'S SERVICES 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$139,988
Expenses. Total of all expenses incurred2012-12-31$10,271
Benefits paid (including direct rollovers)2012-12-31$3,726
Total plan assets at end of year2012-12-31$743,153
Total plan assets at beginning of year2012-12-31$613,436
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$60,658
Expenses. Other expenses not covered elsewhere2012-12-31$6,545
Other income received2012-12-31$64,506
Net income (gross income less expenses)2012-12-31$129,717
Net plan assets at end of year (total assets less liabilities)2012-12-31$743,153
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$613,436
Assets. Value of participant loans2012-12-31$37,476
Total contributions received or receivable from employer(s)2012-12-31$14,824
2011 : MACY'S SERVICES 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$31,835
Expenses. Total of all expenses incurred2011-12-31$67,128
Benefits paid (including direct rollovers)2011-12-31$59,853
Total plan assets at end of year2011-12-31$613,436
Total plan assets at beginning of year2011-12-31$648,729
Value of fidelity bond covering the plan2011-12-31$51,000
Total contributions received or receivable from participants2011-12-31$52,790
Expenses. Other expenses not covered elsewhere2011-12-31$4,378
Other income received2011-12-31$-34,402
Net income (gross income less expenses)2011-12-31$-35,293
Net plan assets at end of year (total assets less liabilities)2011-12-31$613,436
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$648,729
Assets. Value of participant loans2011-12-31$38,801
Total contributions received or receivable from employer(s)2011-12-31$13,447
Value of certain deemed distributions of participant loans2011-12-31$2,897
2010 : MACY'S SERVICES 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$129,326
Expenses. Total of all expenses incurred2010-12-31$6,232
Benefits paid (including direct rollovers)2010-12-31$2,400
Total plan assets at end of year2010-12-31$648,999
Total plan assets at beginning of year2010-12-31$525,905
Value of fidelity bond covering the plan2010-12-31$51,000
Total contributions received or receivable from participants2010-12-31$55,673
Expenses. Other expenses not covered elsewhere2010-12-31$3,832
Other income received2010-12-31$57,017
Net income (gross income less expenses)2010-12-31$123,094
Net plan assets at end of year (total assets less liabilities)2010-12-31$648,999
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$525,905
Assets. Value of participant loans2010-12-31$46,883
Total contributions received or receivable from employer(s)2010-12-31$16,636

Form 5500 Responses for MACY'S SERVICES 401(K) PLAN

2021: MACY'S SERVICES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MACY'S SERVICES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MACY'S SERVICES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MACY'S SERVICES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MACY'S SERVICES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MACY'S SERVICES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MACY'S SERVICES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MACY'S SERVICES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MACY'S SERVICES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MACY'S SERVICES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MACY'S SERVICES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MACY'S SERVICES 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371160-01
Policy instance 1
Insurance contract or identification number371160-01
Number of Individuals Covered10
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $799
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $799
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADVISORY SERVICES
Insurance broker organization code?3
Insurance broker nameVOYA FINANCIAL ADVISORS INC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371160-01
Policy instance 1
Insurance contract or identification number371160-01
Number of Individuals Covered15
Total amount of commissions paid to insurance brokerUSD $616
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $616
Additional information about fees paid to insurance brokerADVISORY FEES
Insurance broker organization code?3
Insurance broker nameVOYA FINANCIAL ADVISORS INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number83540
Policy instance 2
Insurance contract or identification number83540
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,020
Total amount of fees paid to insurance companyUSD $36
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,469
Amount paid for insurance broker fees18
Additional information about fees paid to insurance brokerADVISORY SERVICES
Insurance broker organization code?4
Insurance broker nameVOYA FINANCIAL ADVISORS INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number83540
Policy instance 1
Insurance contract or identification number83540
Number of Individuals Covered14
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,566
Total amount of fees paid to insurance companyUSD $25
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,566
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerADVISORY SERVICES
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number83540
Policy instance 1
Insurance contract or identification number83540
Number of Individuals Covered14
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $931
Total amount of fees paid to insurance companyUSD $26
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $931
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerADVISORY SERVICES
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number83540
Policy instance 1
Insurance contract or identification number83540
Number of Individuals Covered12
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,546
Total amount of fees paid to insurance companyUSD $20
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number83540
Policy instance 1
Insurance contract or identification number83540
Number of Individuals Covered13
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,490
Total amount of fees paid to insurance companyUSD $20
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,490
Amount paid for insurance broker fees20
Additional information about fees paid to insurance brokerADVISORY SERVICES
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADISORS

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