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Original filing (PDF)20251113153756NAL0001180867001
MEIJER, INC.
Form 5500
FILING_RECEIVED
MEIJER HEALTH BENEFITS PLAN
Health & welfare plan
Signals · 4
46% in single holding~7131 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
30,085
Accounts w/ balance
—
Plan assets (EOY)
$25.7M
Net assets (EOY)
$25.7M
How this plan invests
This plan
111 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
77
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Federated Government Obligations Premier" is 46% of plan.
- 7131 bps in Schedule C fees — 24491% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEIJER, INC..
Plan sponsor
Name
MEIJER, INC.
EIN
38-1274536
Address
PO BOX 2281 · GRAND RAPIDS, MI · 495012281
Phone
(616) 453-6711
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-02-04
Tax period
2025-02-01
Filed
2025-11-13
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
HUNGERFORD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | 38-2069753 | — | NONE | $14.5M | — |
| TRANSCARENT INC. | — | DENVER, CO | NONE | $1.4M | — |
| DELTA DENTAL | 38-1791480 | — | BENEFIT ADMINISTRATOR | $769K | — |
| ACCESSHOPE | — | DURARTE, CA | NONE | $636K | — |
| MAGELLAN | — | SCOTTSDALE, AZ | EAP PROVIDER | $509K | — |
| BELL LITHO INC. | 36-2550923 | — | NONE | $292K | — |
| EYEMED VISION CARE | 86-0773195 | — | NONE | $98K | — |
| EECOMM | — | MUSKEGON, MI | NONE | $75K | — |
| CATILIZE HEALTH | — | SEWICKLEY, PA | NONE | $22K | — |
| GILSON GRAPHICS | 38-1299908 | — | NONE | $19K | — |
| TIM HERSHNER DESIGN | — | COLUMBUS, OH | NONE | $6K | — |
Investments
111 direct securities· $25.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Federated Government Obligations Premier | — | — | $11.8M | $11.8M | 45.9% | |
| ESG Aware MSCI EAFE ETF Fund | — | — | $1.6M | $2.3M | 9.0% | |
| Brown Advisory Sustainable Growth Fund Instl | — | — | $540K | $1.2M | 4.5% | |
| Allspring Funds Special Small Cap Value Class Instl Fund | — | — | $935K | $1.1M | 4.1% | |
| Invesco Exchange Traded Fund S&P 500 Quality ETF | — | — | $407K | $789K | 3.1% | |
| Dodge & Cox International Stock Fund | — | — | $246K | $569K | 2.2% | |
| Grandeur Peak International Stalwarts Institutional Fund | — | — | $849K | $542K | 2.1% | |
| Conestoga FDS Small Cap Instl Fund | — | — | $483K | $523K | 2.0% | |
| Fidelity Mid Cap Index Instl Premium Fund | — | — | $461K | $499K | 1.9% | |
| Fidelity Small Cap Fund | — | — | $407K | $477K | 1.9% | |
| SPDR Portfolio S&P 400 Mid Cap ETF Fund | — | — | $352K | $440K | 1.7% | |
| Harding Loevner International Equity Portfolio Institutional Class Fund | — | — | $769K | $418K | 1.6% | |
| Vanguard Mid-Cap Growth Fund | — | — | $236K | $266K | 1.0% | |
| Fidelity International Index Fund | — | — | $424K | $248K | 1.0% | |
| Fidelity 500 Index Fund Institutional Premium Class | — | — | $179K | $242K | 0.9% | |
| United States Treasury Note | — | — | — | $230K | 0.9% | |
| United States Treasury Note | — | — | — | $176K | 0.7% | |
| United States Treasury Note | — | — | — | $140K | 0.5% | |
| United States Treasury Note | — | — | — | $104K | 0.4% | |
| Wells Fargo Coml Mtg TR | — | — | — | $99K | 0.4% | |
| Fannie Mae Variable Rate | — | — | — | $95K | 0.4% | |
| Freddie Mac Variable Rate | — | — | — | $88K | 0.3% | |
| United States Treasury Note | — | — | — | $84K | 0.3% | |
| Fannie Mae | — | — | — | $82K | 0.3% | |
| United States Treasury Note | — | — | — | $82K | 0.3% | |
| Fannie Mae Variable Rate | — | — | — | $79K | 0.3% | |
| Fannie Mae Variable Rate | — | — | — | $68K | 0.3% | |
| Fannie Mae Variable Rate | — | — | — | $64K | 0.3% | |
| Morgan Stanley BAML Trust | — | — | — | $60K | 0.2% | |
| Fannie Mae Variable Rate | — | — | — | $53K | 0.2% | |
| Verizon Master TR | — | — | — | $51K | 0.2% | |
| Procter and Gamble Co | — | — | — | $46K | 0.2% | |
| Consumers Energy Co | — | — | — | $45K | 0.2% | |
| Exxon Mobil Crop | — | — | — | $45K | 0.2% | |
| JP Morgan Chase & Co | — | — | — | $45K | 0.2% | |
| San Antonio Tex | — | — | — | $45K | 0.2% | |
| Enbridge Inc SR NT | — | — | — | $45K | 0.2% | |
| BlackRock FDG Inc | — | — | — | $45K | 0.2% | |
| Freddie Mac | — | — | — | $45K | 0.2% | |
| Morgan Stanley FR | — | — | — | $44K | 0.2% | |
| Citigroup Inc Sub NT | — | — | — | $44K | 0.2% | |
| United States Treasury Note | — | — | — | $44K | 0.2% | |
| Bank America Corp Variable Rate | — | — | — | $43K | 0.2% | |
| D R Horton Inc | — | — | — | $41K | 0.2% | |
| Truist Finl Corp SR Med Term | — | — | — | $41K | 0.2% | |
| Sycamore Ohio Cmnty Sch Dist | — | — | — | $41K | 0.2% | |
| JP Morgan Chase & Co | — | — | — | $41K | 0.2% | |
| Ally Finl Inc | — | — | — | $41K | 0.2% | |
| Regions Finl Corp New SR NT | — | — | — | $40K | 0.2% | |
| PNC Finl SVCS Group Inc | — | — | — | $40K | 0.2% | |
| Citigroup Inc Var. | — | — | — | $40K | 0.2% | |
| Kimco Rlty Corp | — | — | — | $40K | 0.2% | |
| General Mtrs Finl Co Inc | — | — | — | $40K | 0.2% | |
| Synchrony CR Card Master NT TR | — | — | — | $40K | 0.2% | |
| Freddie Mac Variable Rate | — | — | — | $40K | 0.2% | |
| Adobe Inc | — | — | — | $40K | 0.2% | |
| Bank of America Commercial | — | — | — | $40K | 0.2% | |
| World Omni Auto Receivables | — | — | — | $40K | 0.2% | |
| Berkshire Hathaway Inc | — | — | — | $39K | 0.2% | |
| Anheuser-Busch InBev WLDW Inc | — | — | — | $39K | 0.2% | |
| BP Cap Mkts Amer Inc | — | — | — | $39K | 0.2% | |
| Ford CR Floorplan Master Owner | — | — | — | $39K | 0.2% | |
| Wells Fargo & Co Medium Term Variable Rate | — | — | — | $39K | 0.2% | |
| Lockheed Martin Corp | — | — | — | $39K | 0.2% | |
| Bank New York Mellon Corp Variable Rate | — | — | — | $39K | 0.2% | |
| Masco Corp SR Glbl NT | — | — | — | $38K | 0.1% | |
| Pepsico Inc SR NT | — | — | — | $38K | 0.1% | |
| Oregon ST Taxable GO BDS 2020 D | — | — | — | $37K | 0.1% | |
| Morgan Stanley Var. | — | — | — | $36K | 0.1% | |
| Toyota Mtr Cr Corp Medium Term | — | — | — | $36K | 0.1% | |
| American Express Co Variable Rate | — | — | — | $35K | 0.1% | |
| Lennar Crop SR Glbl NT | — | — | — | $35K | 0.1% | |
| ACE INA Holdings Inc | — | — | — | $35K | 0.1% | |
| Northrop Grumman Corp | — | — | — | $35K | 0.1% | |
| Microsoft Corp | — | — | — | $34K | 0.1% | |
| Fannie Mae | — | — | — | $34K | 0.1% | |
| Lam Research Corp | — | — | — | $34K | 0.1% | |
| Citigroup Inc | — | — | — | $34K | 0.1% | |
| State Str Corp Variable Rate | — | — | — | $34K | 0.1% | |
| Duke Energy Fla LLC | — | — | — | $34K | 0.1% | |
| Capital One Multi-Asset | — | — | — | $34K | 0.1% | |
| Cincinnati Ohio WTR SYS Rev | — | — | — | $33K | 0.1% | |
| U S Bancorp Mtn BK ENT FR | — | — | — | $32K | 0.1% | |
| California ST | — | — | — | $32K | 0.1% | |
| Apple Inc | — | — | — | $32K | 0.1% | |
| Washington ST | — | — | — | $32K | 0.1% | |
| Chevron Corp | — | — | — | $31K | 0.1% | |
| Marriott Intl Inc New | — | — | — | $31K | 0.1% | |
| Capital One Finl Corp Variable Rate | — | — | — | $31K | 0.1% | |
| Oregon ST | — | — | — | $30K | 0.1% | |
| Lilly Eli & Co | — | — | — | $30K | 0.1% | |
| United States Treasury Note | — | — | — | $29K | 0.1% | |
| Columbus Ohio | — | — | — | $28K | 0.1% | |
| FHLMC Multifamily Structured | — | — | — | $28K | 0.1% | |
| United Airls Inc | — | — | — | $26K | 0.1% | |
| Deere John Cap Corp Medium | — | — | — | $25K | <0.1% | |
| Austin Tex | — | — | — | $25K | <0.1% | |
| T-Mobile USA Inc | — | — | — | $25K | <0.1% | |
| ConocoPhillips Co | — | — | — | $25K | <0.1% | |
| Freddie Mac | — | — | — | $24K | <0.1% | |
| Visa Inc SR NT | — | — | — | $23K | <0.1% | |
| Michigan ST | — | — | — | $21K | <0.1% | |
| North Carolina ST | — | — | — | $21K | <0.1% | |
| Texas Instrs Inc | — | — | — | $20K | <0.1% | |
| Mastercard Inc SR NT | — | — | — | $20K | <0.1% | |
| Procter and Gamble Co | — | — | — | $20K | <0.1% | |
| Procter and Gamble Co | — | — | — | $19K | <0.1% | |
| Toronto Dominion Bank | — | — | — | $19K | <0.1% | |
| NextEra Energy Cap Hldgs Inc | — | — | — | $15K | <0.1% | |
| Caterpillar Finl Svsc Corp | — | — | — | $10K | <0.1% | |
| Nissan Auto Lease TR | — | — | — | $3K | <0.1% |