2023 Form 5500 filing — Mondi Retirement Savings Plan Usa
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 20241001091324NAL0003859011001) for Mondi Retirement Savings Plan Usa, reported by Mondi U.S. Holdings LLC under EIN 20-3849624 and plan number 001. It reports 1,651 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001091324NAL0003859011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mondi U.S. Holdings LLC
- EIN
- 20-3849624
- Plan number
- 001
- Location
- Romeoville, IL
- Participants
- 1,651
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,871,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,871,120
- Employer contributions
- $3,474,499
- Participant contributions
- $4,992,972
- Total income / additions
- $26,620,653
- Benefits paid
- $11,046,363
- Administrative expenses
- $240,706
- Total expenses
- $11,268,244
- Net increase / (decrease)
- $15,352,409
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $125,206 | $0 |
| Shepherd Kaplan Krochuk LLC | INVESTMENT ADVISOR | $105,956 | not reported in the loaded dataset |
| Ford & Harrison Llp | ATTORNEY/LEGAL | $9,544 | not reported in the loaded dataset |