2023 Form 5500 filing — Sappi North America, Inc. Salaried Investment Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240919143058NAL0003631779001) for Sappi North America, Inc. Salaried Investment Plan, reported by Sappi North America, Inc. under EIN 23-2366983 and plan number 005. It reports 1,073 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$348.2MReported net assets$348,231,085
Participants1.1K1,073
Provider compensation$140.7K3 Schedule C row(s)$140,679
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240919143058NAL0003631779001
Plan sponsor
Sappi North America, Inc.
EIN
23-2366983
Plan number
005
Location
Boston, MA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$348.2M total assets
Net assets$348.2MLiabilities$0
Money in vs. money out
Total income / additions$67.4M
Total expenses$25.4M
Benefits paid / distributions$25.3M
Contributions
Employer$5.8M
Participant$9.9M
Full reported line items
Total assets (EOY)
$348,231,085
Total liabilities (EOY)
$0
Net assets (EOY)
$348,231,085
Employer contributions
$5,776,038
Participant contributions
$9,872,665
Total income / additions
$67,441,221
Benefits paid
$25,252,269
Administrative expenses
$136,929
Total expenses
$25,389,198
Net increase / (decrease)
$42,052,023

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Vanguard Group, Inc.NONE$85,822$0
Nepc LLCNONE$36,257not reported in the loaded dataset
Caron & Bletzer PllcNONE$18,600not reported in the loaded dataset

Related Form 5500 pages