2024-11-07T13:28:05-06:00 2024-06-30 990 2023-07-01 510160964 MACY'S INC WELFARE BENEFITS TRUST % MACY'S INC MACY 5135797717 145 PROGRESS PLACE SPRINGDALE OH 45246 MATTHEW SCHROEDER TRUSTEE 5135797717 2024-11-06 true 2023 2024-10-15 13:58:12Z MATTHEW SCHROEDER 145 PROGRESS PLACE SPRINGDALE OH 45246 2911965 false X N/A X PAYMENT OF MEMBER MEDICAL BENEFITS 2 0 0 0 0 0 74053515 2654014 282205 257951 0 0 74335720 2911965 0 0 67631598 12469654 0 0 0 0 0 6625 5006 67638223 12474660 6697497 -9562695 13480833 3918138 0 0 13480833 3918138 PAYMENT OF MEMBER MEDICAL BENEFITS false false 12469564 Benefits paid to or for members 12469564 false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false 0 0 true 0 false false false false false false false false false false X 2 0 false false false false false false false true true false false false false false false false false false X MACY'S INC 5137821200 145 PROGRESS PLACE SPINGDALE OH 45246 X MATTHEW S SCHROEDER TRUSTEE 0.0 0.0 X 0 0 0 PAUL GRISCOM TRUSTEE 0.0 0.0 X 0 0 0 0 0 0 0 false false false 0 0 EMPLOYEE CONTRIBUTIONS 525100 2654014 2654014 2654014 257951 257951 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2911965 2911965 0 0 0 0 12469654 12469654 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TRUSTEE FEES 4962 4962 BANK FEES 44 44 12474660 12469654 5006 X 263490 285164 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13178972 3617739 0 0 0 0 0 0 38371 15235 13480833 3918138 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 13480833 3918138 0 0 13480833 3918138 13480833 3918138 -9562695 X false false false PART VI, SECTION B, LINE 11B THIS ORGANIZATION'S FORM 990 IS PREPARED AND THEN SEPARATELY REVIEWED BY EMPLOYEES OF THE CORPORATE TAX DEPARTMENT OF MACY'S, INC., THE SPONSORING ORGANIZATION OF THIS TRUST. IT IS THEN PROVIDED TO ONE OF THE TRUSTEES OF THIS TRUST (WHO IS ALSO A MANAGEMENT EMPLOYEE OF THE CORPORATE TAX DEPARTMENT AND AN OFFICER OF MACY'S, INC.) FOR REVIEW AND SIGNATURE. PART VI, SECTION B, LINE 12 MACY'S, INC., THE SPONSORING ORGANIZATION OF THIS TRUST, HAS A WRITTEN CONFLICT OF INTEREST POLICY INCLUDED IN ITS BUSINESS ETHICS STATEMENT, WHICH IS ALSO DESCRIBED IN THE COMPANY'S ASSOCIATE GUIDE AND ITS CODE OF GOOD BUSINESS CONDUCT. ALL SALARIED ASSOCIATES ARE EXPECTED TO REVIEW AND SIGN ANNUALLY THE BUSINESS ETHICS STATEMENT. THE COMPANY ALSO CONDUCTS REGULAR TRAINING COURSES TO FURTHER REINFORCE THE ASSOCIATE'S UNDERSTANDING OF THIS POLICY. FINALLY, THE COMPANY HAS ESTABLISHED AN OFFICE OF COMPLIANCE AND HAS MADE AVAILABLE A CONFIDENTIAL EMPLOYEE HOTLINE FOR THE USE OF ANY ASSOCIATE WHO HAS A QUESTION OR INFORMATION RELATED TO A LEGAL OR POLICY ISSUE, INCLUDING KNOWLEDGE OF POLICY INFRACTIONS THAT SHOULD BE REPORTED. THIS POLICY IS ALSO FOLLOWED BY THE TRUST. PART VI, SECTION B, LINE 13 MACY'S, INC., THE SPONSORING ORGANIZATION OF THIS TRUST, HAS EFFECTIVELY ESTABLISHED A WHISTLEBLOWER POLICY THROUGH THE WRITTEN GUIDANCE MADE AVAILABLE TO EMPLOYEES IN ITS ASSOCIATE GUIDE, CODE OF GOOD BUSINESS CONDUCT, AND BUSINESS ETHICS STATEMENT. THESE DOCUMENTS INDICATE THAT EMPLOYEES ARE ENCOURAGED TO COME FORWARD WITH CREDIBLE INFORMATION ON ILLEGAL PRACTICES OR VIOLATIONS OF ADOPTED POLICIES OF THE ORGANIZATION, SPECIFY THAT THE ORGANIZATION WILL PROTECT THE INDIVIDUAL FROM RETALIATION, AND IDENTIFIES THE PARTIES TO WHOM SUCH INFORMATION CAN BE REPORTED. THE COMPANY HAS ESTABLISHED AN OFFICE OF COMPLIANCE AND HAS MADE AVAILABLE A CONFIDENTIAL EMPLOYEE HOTLINE FOR THE USE OF ANY ASSOCIATE WHO HAS A QUESTION OR INFORMATION RELATED TO A LEGAL OR POLICY ISSUE, INCLUDING KNOWLEDGE OF POLICY INFRACTIONS THAT SHOULD BE REPORTED. THIS POLICY IS ALSO FOLLOWED BY THE TRUST. PART VI, SECTION B, LINE 14 MACY'S, INC., THE SPONSORING ORGANIZATION OF THIS TRUST, HAS A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. THIS POLICY IS ALSO FOLLOWED BY THE TRUST. PART VI, SECTION C, LINE 19 THIS ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.