2023 Form 5500 filing — Upm Raflatac Retirement 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 20241009090042NAL0037311010001) for Upm Raflatac Retirement Savings Plan, reported by Upm Raflatac, Inc. under EIN 56-1451390 and plan number 001. It reports 678 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)$98.3MReported net assets$98,272,416
Participants678
Provider compensation$78K3 Schedule C row(s)$77,957
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009090042NAL0037311010001
- Plan sponsor
- Upm Raflatac, Inc.
- EIN
- 56-1451390
- Plan number
- 001
- Location
- Mills River, NC
- 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)$98.3M total assets
Net assets$98.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $98,272,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,272,416
- Employer contributions
- $3,130,841
- Participant contributions
- $3,195,917
- Total income / additions
- $24,083,512
- Benefits paid
- $7,955,458
- Administrative expenses
- $77,957
- Total expenses
- $8,046,218
- Net increase / (decrease)
- $16,037,294
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group LLC | INVESTMENT ADV/ADVISOR | $45,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $28,065 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $4,892 | $0 |