Plan5500

2023 Form 5500 filing — Rr Donnelley Savings 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 20241015145730NAL0030060273001) for Rr Donnelley Savings Plan, reported by R. R. Donnelley & Sons Company under EIN 36-1004130 and plan number 003. It reports 18,430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015145730NAL0030060273001
Filing year
2023
Form type
2
Plan sponsor
R. R. Donnelley & Sons Company
EIN
36-1004130
Plan number
003
Location
Chicago, IL
Participants
18,430
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,193,051,784
Total liabilities (EOY)
$13,566,257
Net assets (EOY)
$1,179,485,527
Employer contributions
$8,324,403
Participant contributions
$56,754,410
Total income / additions
$246,402,287
Benefits paid
$168,066,549
Administrative expenses
$2,528,986
Total expenses
$170,694,318
Net increase / (decrease)
$75,707,969
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Trust Company, LLCPLAN SPONSOR$382,397not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$318,724$0
Rocaton Investment Advisors, LLCINVESTMENT MANAGER$280,000not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$236,522not reported in the loaded dataset
T Rowe Price Stable Asset Mgmt IncINVESTMENT MGMT$233,698not reported in the loaded dataset
Fiam LLCINVESTMENT MGMT$140,030$0
Baker Tilly Us LlpACCOUNTANT/AUDITOR$37,800not reported in the loaded dataset

Related Form 5500 pages