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Original filing (PDF)20250415104912NAL0001386819001
MACY'S, INC.
Form 5500
FILING_RECEIVED
MACYS, INC. WELFARE BENEFITS PLAN
Health & welfare plan
Signals · 3
~2781 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
76,105
Accounts w/ balance
—
Plan assets (EOY)
$12.1M
Net assets (EOY)
-$5.4M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 2781 bps in Schedule C fees — 9489% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MACY'S, INC..
Plan sponsor
Name
MACY'S, INC.
EIN
13-3324058
Address
145 PROGRESS PLACE · SPRINGDALE, OH · 45246
Phone
(513) 782-1200
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
941
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4G · Prepaid Legal
4Q · Other
Audit & trust (Schedule H)
Auditor
CLARK SCHAEFER HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN | 13-3200244 | — | TRUSTEE | $5K | — |
TPA / Administrator
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIGNA | 59-1031071 | — | CONTRACT ADMINISTRATOR | $1.5M | — |
| COMPSYCH | 36-3739783 | — | CONTRACT ADMINISTRATOR | $614K | — |
| WEBSTER BANK | 06-0273620 | — | CONTRACT ADMINISTRATOR | $159K | — |
| EXPRESS SCRIPTS | 43-1420563 | — | CONTRACT ADMINISTRATOR | $47K | — |
| AETNA | 06-6033492 | — | CONTRACT ADMINISTRATOR | $7K | — |
| ANTHEM | 31-1440175 | — | CONTRACT ADMINISTRATOR | $5K | — |
| UNITED HEALTHCARE SERVICES, INC. | 41-1289245 | — | CONTRACT ADMINISTRATOR | $4K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | 34-6465596 | — | ACCOUNTING | $334K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS | 82-1061233 | — | CONSULTING | $676K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.