2023 Form 5500 filing — New-Indy Catawba, LLC 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 20241015105219NAL0014433507001) for New-Indy Catawba, LLC Pension Plan, reported by New-Indy Containerboard, LLC under EIN 83-1904423 and plan number 001. It reports 359 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105219NAL0014433507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New-Indy Containerboard, LLC
- EIN
- 83-1904423
- Plan number
- 001
- Location
- Ontario, CA
- Participants
- 359
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,939,122
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,939,122
- Employer contributions
- $2,929,866
- Total income / additions
- $12,717,920
- Benefits paid
- $3,405,363
- Administrative expenses
- $281,532
- Total expenses
- $3,686,895
- Net increase / (decrease)
- $9,031,025
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Consulting Group | ACTUARY | $13,000 | not reported in the loaded dataset |