2023 Form 5500 filing — Mativ Holdings, Inc. Pension 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 20241014212319NAL0027186657001) for Mativ Holdings, Inc. Pension Plan, reported by Mativ Holdings, Inc. under EIN 62-1612879 and plan number 001. It reports 2,672 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014212319NAL0027186657001
Filing year
2023
Form type
2
Plan sponsor
Mativ Holdings, Inc.
EIN
62-1612879
Plan number
001
Location
Alpharetta, GA
Participants
2,672
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$356,829,792
Total liabilities (EOY)
$621,213
Net assets (EOY)
$356,208,579
Employer contributions
$200,000
Total income / additions
$35,778,687
Benefits paid
$25,291,416
Administrative expenses
$2,516,796
Total expenses
$27,808,212
Net increase / (decrease)
$7,970,475
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
MercerINVESTMENT MANAGEMENT$706,307$0
Ascensus, Inc.ACTUARY$88,180not reported in the loaded dataset
TruistTRUSTEE$48,438not reported in the loaded dataset
Investment Research Advisory GroupINVESTMENT MANAGEMENT$12,500not reported in the loaded dataset

Related Form 5500 pages