2023 Form 5500 filing — Dixon Ticonderoga Company Union Employees Retirement Plan #2
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 20241014134439NAL0026307361001) for Dixon Ticonderoga Company Union Employees Retirement Plan #2, reported by Dixon Ticonderoga Company under EIN 23-0973760 and plan number 017. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134439NAL0026307361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dixon Ticonderoga Company
- EIN
- 23-0973760
- Plan number
- 017
- Location
- Appleton, WI
- Participants
- 375
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,999,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,999,862
- Employer contributions
- $723,953
- Participant contributions
- $954,609
- Total income / additions
- $6,891,695
- Benefits paid
- $2,378,756
- Administrative expenses
- $96,716
- Total expenses
- $2,481,881
- Net increase / (decrease)
- $4,409,814
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $87,111 | $0 |
| Robert W Baird & Co Incorporated | BROKER/ADVISE R | $0 | $64,185 |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $6,493 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,211 | $0 |