2023 Form 5500 filing — Billerud Americas Corporation Employee Pension 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 20241007092034NAL0014975313001) for Billerud Americas Corporation Employee Pension Plan, reported by Billerud Americas Corp under EIN 75-3217389 and plan number 005. It reports 6,172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007092034NAL0014975313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Billerud Americas Corp
- EIN
- 75-3217389
- Plan number
- 005
- Location
- Miamisburg, OH
- Participants
- 6,172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $875,916,663
- Total liabilities (EOY)
- $596,837
- Net assets (EOY)
- $875,319,826
- Employer contributions
- $884,504
- Total income / additions
- $117,480,422
- Benefits paid
- $71,809,613
- Administrative expenses
- $5,797,215
- Total expenses
- $77,606,828
- Net increase / (decrease)
- $39,873,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $673,373 | $0 |
| Stephens Capital Management | INVESTMENT ADVISOR | $350,000 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | ACTUARY | $171,192 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |