2023 Form 5500 filing — The Ahlstrom Group Retirement Plan For U.S. 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 20241014104317NAL0025951425001) for The Ahlstrom Group Retirement Plan For U.S. Employees, reported by Ahlstrom Usa Inc. under EIN 13-3509370 and plan number 001. It reports 564 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104317NAL0025951425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ahlstrom Usa Inc.
- EIN
- 13-3509370
- Plan number
- 001
- Location
- Windsor Locks, CT
- Participants
- 564
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,100,358
- Total liabilities (EOY)
- $51,673
- Net assets (EOY)
- $84,048,685
- Total income / additions
- $6,139,606
- Benefits paid
- $6,521,798
- Administrative expenses
- $371,625
- Total expenses
- $6,893,423
- Net increase / (decrease)
- -$753,817
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investments | NONE | $216,992 | $0 |
| Hooker & Holcombe | NONE | $82,524 | not reported in the loaded dataset |
| Verrill Dana | NONE | $10,829 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | NONE | $8,000 | not reported in the loaded dataset |