Plan Name | THE KROGER CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF |
Plan identification number | 011 |
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 |
---|---|---|---|---|---|
011 | 2023-01-01 | ||||
011 | 2022-01-01 | ||||
011 | 2021-01-01 | ||||
011 | 2020-01-01 | ||||
011 | 2019-01-01 | ||||
011 | 2018-01-01 | ||||
011 | 2017-09-01 | THERESA MONTI | THERESA MONTI | 2018-10-11 |
Measure | Date | Value |
---|---|---|
2023: THE KROGER CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 14,230 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 3,831 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 4,465 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 5,077 |
Total of all active and inactive participants | 2023-01-01 | 13,373 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 369 |
Total participants | 2023-01-01 | 13,742 |
2022: THE KROGER CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 2,727,071,184 |
Acturial value of plan assets | 2022-12-31 | 2,593,964,743 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 1,449,114,835 |
Number of terminated vested participants | 2022-12-31 | 5,656 |
Fundng target for terminated vested participants | 2022-12-31 | 182,566,831 |
Active participant vested funding target | 2022-12-31 | 422,058,235 |
Number of active participants | 2022-12-31 | 4,998 |
Total funding liabilities for active participants | 2022-12-31 | 426,069,457 |
Total participant count | 2022-12-31 | 14,645 |
Total funding target for all participants | 2022-12-31 | 2,057,751,123 |
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 | 421,472,840 |
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 | 421,472,840 |
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 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 444,316,668 |
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 | 4,018,731 |
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 | 14,576 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4,341 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 4,135 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 5,448 |
Total of all active and inactive participants | 2022-01-01 | 13,924 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 306 |
Total participants | 2022-01-01 | 14,230 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THE KROGER CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 3,081,112,806 |
Acturial value of plan assets | 2021-12-31 | 2,773,001,526 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 1,579,725,385 |
Number of terminated vested participants | 2021-12-31 | 6,635 |
Fundng target for terminated vested participants | 2021-12-31 | 240,450,982 |
Active participant vested funding target | 2021-12-31 | 490,471,852 |
Number of active participants | 2021-12-31 | 5,705 |
Total funding liabilities for active participants | 2021-12-31 | 496,227,834 |
Total participant count | 2021-12-31 | 18,327 |
Total funding target for all participants | 2021-12-31 | 2,316,404,201 |
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 | 426,548,000 |
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 | 41,922,944 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 384,625,056 |
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 | 28,000,000 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 421,472,840 |
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 | 7,987,965 |
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 | 18,207 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4,998 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 3,763 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 5,523 |
Total of all active and inactive participants | 2021-01-01 | 14,284 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 292 |
Total participants | 2021-01-01 | 14,576 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THE KROGER CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 2,775,185,689 |
Acturial value of plan assets | 2020-12-31 | 2,630,872,716 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 1,518,111,723 |
Number of terminated vested participants | 2020-12-31 | 7,224 |
Fundng target for terminated vested participants | 2020-12-31 | 271,831,609 |
Active participant vested funding target | 2020-12-31 | 588,932,583 |
Number of active participants | 2020-12-31 | 6,430 |
Total funding liabilities for active participants | 2020-12-31 | 596,802,911 |
Total participant count | 2020-12-31 | 19,191 |
Total funding target for all participants | 2020-12-31 | 2,386,746,243 |
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 | 475,784,943 |
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 | 49,541,254 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 426,243,689 |
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 | 80,000,000 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 426,548,000 |
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 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 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 | 8,741,915 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 182,421,527 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 41,922,944 |
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 | 41,922,944 |
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 | 19,072 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5,705 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 5,589 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 6,484 |
Total of all active and inactive participants | 2020-01-01 | 17,778 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 429 |
Total participants | 2020-01-01 | 18,207 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THE KROGER CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 2,459,210,460 |
Acturial value of plan assets | 2019-12-31 | 2,558,421,462 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 1,373,917,687 |
Number of terminated vested participants | 2019-12-31 | 7,503 |
Fundng target for terminated vested participants | 2019-12-31 | 256,002,097 |
Active participant vested funding target | 2019-12-31 | 596,531,719 |
Number of active participants | 2019-12-31 | 7,265 |
Total funding liabilities for active participants | 2019-12-31 | 612,419,820 |
Total participant count | 2019-12-31 | 19,686 |
Total funding target for all participants | 2019-12-31 | 2,242,339,604 |
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 | 547,629,064 |
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 | 32,527,313 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 515,101,751 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added 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 | 25,100,000 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 475,784,943 |
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 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 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 | 23,136,730 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 159,703,085 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 49,541,254 |
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 | 49,541,254 |
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 | 19,536 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6,430 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 5,174 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 6,796 |
Total of all active and inactive participants | 2019-01-01 | 18,400 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 672 |
Total participants | 2019-01-01 | 19,072 |
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 | 0 |
2018: THE KROGER CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 2,654,887,856 |
Acturial value of plan assets | 2018-12-31 | 2,654,887,856 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 1,233,626,065 |
Number of terminated vested participants | 2018-12-31 | 7,277 |
Fundng target for terminated vested participants | 2018-12-31 | 225,368,122 |
Active participant vested funding target | 2018-12-31 | 650,119,405 |
Number of active participants | 2018-12-31 | 8,667 |
Total funding liabilities for active participants | 2018-12-31 | 671,703,092 |
Total participant count | 2018-12-31 | 20,017 |
Total funding target for all participants | 2018-12-31 | 2,130,697,279 |
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 | 480,249,440 |
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 | 480,249,440 |
Present value of excess contributions | 2018-12-31 | 120,832,842 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 127,937,813 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 45,000,000 |
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 | 547,629,064 |
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 | 28,700,984 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 23,438,487 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 32,527,313 |
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 | 32,527,313 |
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 | 19,871 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7,265 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 4,583 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 7,067 |
Total of all active and inactive participants | 2018-01-01 | 18,915 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 621 |
Total participants | 2018-01-01 | 19,536 |
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 | 0 |
2017: THE KROGER CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 2,604,300,639 |
Acturial value of plan assets | 2017-12-31 | 2,604,300,639 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 916,067,846 |
Number of terminated vested participants | 2017-12-31 | 11,565 |
Fundng target for terminated vested participants | 2017-12-31 | 250,637,076 |
Active participant vested funding target | 2017-12-31 | 924,537,745 |
Number of active participants | 2017-12-31 | 11,534 |
Total funding liabilities for active participants | 2017-12-31 | 957,346,277 |
Total participant count | 2017-12-31 | 26,744 |
Total funding target for all participants | 2017-12-31 | 2,124,051,199 |
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 | 73,881,698 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
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 | 73,881,698 |
Present value of excess contributions | 2017-12-31 | 771,139,739 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 817,716,579 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 684,824,029 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 283,465,466 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 480,249,440 |
Total employer contributions | 2017-12-31 | 148,500,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 134,743,795 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from 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 | 14,971,773 |
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 | 14,971,773 |
Additional cash requirement | 2017-12-31 | 14,971,773 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 134,743,795 |
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 | 2017-09-01 | 25,718 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 8,667 |
Number of retired or separated participants receiving benefits | 2017-09-01 | 3,795 |
Number of other retired or separated participants entitled to future benefits | 2017-09-01 | 7,079 |
Total of all active and inactive participants | 2017-09-01 | 19,541 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-09-01 | 330 |
Total participants | 2017-09-01 | 19,871 |
Number of participants with account balances | 2017-09-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-09-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : THE KROGER CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total transfer of assets to this plan | 2023-12-31 | $3,135,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $645,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $672,000 |
Total income from all sources (including contributions) | 2023-12-31 | $172,994,000 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $162,126,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $142,531,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $0 |
Value of total assets at end of year | 2023-12-31 | $2,054,731,000 |
Value of total assets at beginning of year | 2023-12-31 | $2,040,755,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $19,595,000 |
Total interest from all sources | 2023-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $645,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $672,000 |
Administrative expenses (other) incurred | 2023-12-31 | $19,595,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $10,868,000 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $2,054,086,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,040,083,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2023-12-31 | $2,054,731,000 |
Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $2,040,755,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $142,531,000 |
Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | CLARK, SCHAEFER, HACKETT & CO |
Accountancy firm EIN | 2023-12-31 | 310800053 |
2022 : THE KROGER CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $4,298,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $672,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $932,000 |
Total income from all sources (including contributions) | 2022-12-31 | $-537,760,000 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $150,073,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $136,966,000 |
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 | $2,040,755,000 |
Value of total assets at beginning of year | 2022-12-31 | $2,724,550,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $13,107,000 |
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 | $672,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $932,000 |
Other income not declared elsewhere | 2022-12-31 | $7,817,000 |
Administrative expenses (other) incurred | 2022-12-31 | $13,107,000 |
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 | $-687,833,000 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,040,083,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,723,618,000 |
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 | $2,040,755,000 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $2,724,550,000 |
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 | $136,966,000 |
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 CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $3,485,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $932,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,035,000 |
Total income from all sources (including contributions) | 2021-12-31 | $176,573,000 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $538,114,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $511,847,000 |
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 | $2,724,550,000 |
Value of total assets at beginning of year | 2021-12-31 | $3,082,709,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $26,267,000 |
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 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $277,646,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $932,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $1,035,000 |
Administrative expenses (other) incurred | 2021-12-31 | $26,267,000 |
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 | $-361,541,000 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,723,618,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,081,674,000 |
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 | $2,724,550,000 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $3,082,709,000 |
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 | $234,201,000 |
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 CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $7,084,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,035,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $933,000 |
Total income from all sources (including contributions) | 2020-12-31 | $468,062,000 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $166,329,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $145,224,000 |
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 | $3,082,709,000 |
Value of total assets at beginning of year | 2020-12-31 | $2,773,790,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $21,105,000 |
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 | $1,035,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $933,000 |
Administrative expenses (other) incurred | 2020-12-31 | $21,105,000 |
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 | $301,733,000 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,081,674,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,772,857,000 |
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 | $3,082,709,000 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $2,773,790,000 |
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 | $145,224,000 |
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 CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $7,756,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $933,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $871,000 |
Total income from all sources (including contributions) | 2019-12-31 | $459,457,000 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $156,055,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $138,179,000 |
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 | $2,773,790,000 |
Value of total assets at beginning of year | 2019-12-31 | $2,462,570,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $17,876,000 |
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 | $933,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $871,000 |
Administrative expenses (other) incurred | 2019-12-31 | $17,876,000 |
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 | $303,402,000 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,772,857,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,461,699,000 |
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 | $2,773,790,000 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $2,462,570,000 |
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 | $138,179,000 |
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 CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $63,598,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $871,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $2,241,000 |
Total income from all sources (including contributions) | 2018-12-31 | $-74,838,000 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $149,729,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $136,739,000 |
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 | $2,462,570,000 |
Value of total assets at beginning of year | 2018-12-31 | $2,624,909,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $12,990,000 |
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 | $871,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $2,241,000 |
Administrative expenses (other) incurred | 2018-12-31 | $12,990,000 |
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 | $-224,567,000 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,461,699,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,622,668,000 |
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 | $2,462,570,000 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $2,476,409,000 |
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 beginning of year | 2018-12-31 | $148,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $136,739,000 |
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 CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $2,417,415,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,649,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $210,478,000 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $4,634,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $148,500,000 |
Value of total assets at end of year | 2017-12-31 | $2,624,908,000 |
Value of total assets at beginning of year | 2017-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,634,000 |
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 | $1,649,000 |
Administrative expenses (other) incurred | 2017-12-31 | $4,634,000 |
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 | $205,844,000 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,623,259,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
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 | $2,476,408,000 |
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 | $148,500,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $148,500,000 |
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 |
2023: THE KROGER CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: THE KROGER CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 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 CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 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 CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 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 CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 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 | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE KROGER CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 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 | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE KROGER CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF 2017 form 5500 responses | ||
2017-09-01 | Type of plan entity | Single employer plan |
2017-09-01 | First time form 5500 has been submitted | Yes |
2017-09-01 | Submission has been amended | No |
2017-09-01 | This submission is the final filing | No |
2017-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2017-09-01 | Plan is a collectively bargained plan | No |
2017-09-01 | Plan funding arrangement – Trust | Yes |
2017-09-01 | Plan benefit arrangement - Trust | Yes |