2023 Form 5500 filing — International Paper Co Ret Acct - Small Co Pool
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 20241015163100NAL0029112961001) for International Paper Co Ret Acct - Small Co Pool, reported by International Paper Company under EIN 13-0872805 and plan number 223. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163100NAL0029112961001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- International Paper Company
- EIN
- 13-0872805
- Plan number
- 223
- Location
- Memphis, TN
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $379,672,091
- Total liabilities (EOY)
- $1,017,511
- Net assets (EOY)
- $378,654,580
- Total income / additions
- $57,458,752
- Benefits paid
- $0
- Administrative expenses
- $1,702,445
- Total expenses
- $1,702,445
- Net increase / (decrease)
- $55,756,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Artisan Partners | NONE | $332,246 | $0 |
| Kestrel Investment | NONE | $305,445 | not reported in the loaded dataset |
| Hood River Capital Management | NONE | $279,533 | not reported in the loaded dataset |
| Wellington Management | NONE | $275,811 | $0 |
| Shapiro Capital Mgmt | NONE | $266,602 | $0 |
| Blackrock | NONE | $146,364 | $0 |
| State Street Bank | NONE | $54,966 | $0 |
| International Paper | SELF | $21,793 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $646 | $0 |