2023 Form 5500 filing — Donnelley Financial Savings 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 20241007191917NAL0016650721001) for Donnelley Financial Savings Plan, reported by Donnelley Financial, LLC under EIN 13-2618477 and plan number 003. It reports 5,456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007191917NAL0016650721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Donnelley Financial, LLC
- EIN
- 13-2618477
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 5,456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $475,439,064
- Total liabilities (EOY)
- $97,939
- Net assets (EOY)
- $475,341,125
- Employer contributions
- $4,941,431
- Participant contributions
- $15,906,000
- Total income / additions
- $92,481,605
- Benefits paid
- $52,918,062
- Administrative expenses
- $377,697
- Total expenses
- $53,425,336
- Net increase / (decrease)
- $39,056,269
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $311,044 | $0 |
| Empower Advisory Group, LLC | NONE | $97,914 | not reported in the loaded dataset |