2023 Form 5500 filing — Billerud Americas Corporation Retirement Savings Plan For Non Union Employees
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 20241002135923NAL0004854819001) for Billerud Americas Corporation Retirement Savings Plan For Non Union Employees, reported by Billerud Americas Corporation under EIN 75-3217389 and plan number 001. It reports 1,600 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002135923NAL0004854819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Billerud Americas Corporation
- EIN
- 75-3217389
- Plan number
- 001
- Location
- Miamisburg, OH
- Participants
- 1,600
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $333,504,993
- Net assets (EOY)
- $333,504,993
- Employer contributions
- $7,561,237
- Participant contributions
- $10,666,258
- Total income / additions
- $70,099,113
- Benefits paid
- $38,349,386
- Administrative expenses
- $446,364
- Total expenses
- $38,795,750
- Net increase / (decrease)
- $31,303,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $301,871 | $0 |
| D & G Advisory Group LLC | SECURITIES BROKER | $75,248 | not reported in the loaded dataset |
| Stephens Inc | CONSULTANT | $42,126 | not reported in the loaded dataset |
| Lenny Kisin Dba | SECURITIES BROKER | $12,192 | not reported in the loaded dataset |
| Carlson Capital Management LLC | SECURITIES BROKER | $7,231 | not reported in the loaded dataset |
| Fisher Investments | SECURITIES BROKER | $6,164 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $383 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |