2023 Form 5500 filing — Sappi North America, Inc. Retirement Plan For Salaried 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 20241009151135NAL0018621153001) for Sappi North America, Inc. Retirement Plan For Salaried Employees, reported by Sappi North America, Inc. under EIN 23-2366983 and plan number 037. It reports 572 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009151135NAL0018621153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sappi North America, Inc.
- EIN
- 23-2366983
- Plan number
- 037
- Location
- Boston, MA
- Participants
- 572
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,448,350
- Total liabilities (EOY)
- $100,712
- Net assets (EOY)
- $85,347,638
- Total income / additions
- $8,283,241
- Benefits paid
- $1,383,320
- Administrative expenses
- $428,610
- Total expenses
- $1,811,930
- Net increase / (decrease)
- $6,471,311
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| New England Pension Consultants | CONSULTANT | $125,410 | not reported in the loaded dataset |
| Income Research & Management | INVESTMENT MANAGER | $48,655 | not reported in the loaded dataset |
| Principal Trust Company | TRUSTEE | $48,644 | not reported in the loaded dataset |
| Mellon Capital | INVESTMENT MANAGER | $45,553 | $0 |
| Silchester International Investors | INVESTMENT MANAGER | $26,369 | $0 |
| Aon Consulting, Inc. | ACTUARY | $24,301 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | AUDITOR | $20,200 | not reported in the loaded dataset |
| Faegre Drinker Biddle & Reath Llp | LEGAL | $17,881 | not reported in the loaded dataset |