2023 Form 5500 filing — The International Paper Co Retirement Plan Pension Account
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 20241015163232NAL0016883283001) for The International Paper Co Retirement Plan Pension Account, reported by International Paper Company under EIN 13-0872805 and plan number 213. 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
- 20241015163232NAL0016883283001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- International Paper Company
- EIN
- 13-0872805
- Plan number
- 213
- 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)
- $7,218,193,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,218,193,367
- Total income / additions
- $659,446,002
- Benefits paid
- $0
- Administrative expenses
- $32,039,022
- Total expenses
- $32,039,022
- Net increase / (decrease)
- $627,406,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan | NONE | $3,242,760 | $0 |
| Dyal Iii Pension Investor Lp | NONE | $3,133,082 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | NONE | $2,277,150 | not reported in the loaded dataset |
| State Street Bank | TRUSTEE | $2,061,931 | $0 |
| Pacific Investment Management Co | NONE | $1,531,396 | not reported in the loaded dataset |
| Western Asset Management | NONE | $1,381,224 | not reported in the loaded dataset |
| Tcv Xi(A), Lp | NONE | $1,376,004 | not reported in the loaded dataset |
| Prudential (Pgim) | NONE | $1,120,669 | not reported in the loaded dataset |
| Wellington Management Co Llp | NONE | $1,105,809 | $0 |
| Acadian Asset Mgmt LLC | NONE | $1,104,475 | not reported in the loaded dataset |
| Pzena Investment Management | NONE | $946,056 | $0 |
| Ubs Realty | NONE | $870,248 | not reported in the loaded dataset |
| Lightyear Fund Iv, L.P | NONE | $822,190 | not reported in the loaded dataset |
| International Paper | SELF | $754,842 | not reported in the loaded dataset |
| Bain Capital Fund Xiii, Lp | NONE | $626,985 | $0 |
| Baillie Gifford Overseas Ltd | NONE | $572,234 | $0 |
| Mondrian Investment Partners Ltd | NONE | $555,019 | $0 |
| Walter Scott And Partners Ltd | NONE | $540,267 | not reported in the loaded dataset |
| Blackrock Financial Management, Inc | NONE | $523,043 | $0 |
| Doubleline Capital Lp | NONE | $505,543 | not reported in the loaded dataset |
| Riverstone Energy Limited | NONE | $442,981 | not reported in the loaded dataset |
| Artisan Partners | NONE | $431,668 | $0 |
| The Carlyle Group | NONE | $426,811 | $0 |
| Glp Capital Partners Iv | NONE | $421,798 | $0 |
| Brep Europe | NONE | $405,212 | not reported in the loaded dataset |
| Fortress Credit | NONE | $397,140 | not reported in the loaded dataset |
| Sculptor Real Estate | NONE | $396,248 | not reported in the loaded dataset |
| Rocaton Investment Advisors LLC | NONE | $375,016 | not reported in the loaded dataset |
| Sands Capital Management LLC | NONE | $365,043 | $0 |
| Welsh, Carson, Anderson & Stowe | NONE | $298,668 | $0 |
| Sterling Group Partners V | NONE | $276,164 | not reported in the loaded dataset |
| Wasatch Advisors Inc | NONE | $243,351 | $0 |
| Intech Investment Management | NONE | $236,063 | not reported in the loaded dataset |
| Kestrel Investment Management Corp | NONE | $224,478 | not reported in the loaded dataset |
| Sanders Capital | NONE | $223,571 | $0 |
| Marathon Asset Management | NONE | $218,798 | $0 |
| Hood River Capital Mgmt | NONE | $210,002 | not reported in the loaded dataset |
| Shapiro Capital Management LLC | NONE | $196,817 | $0 |
| Kohlberg Te Investors Ix, Lp | NONE | $191,516 | not reported in the loaded dataset |
| Newsouth Capital Management | NONE | $134,184 | $0 |
| General Atlant Investment Partners | NONE | $129,807 | $0 |
| Newbury Equity Partners | NONE | $129,375 | not reported in the loaded dataset |
| Earnest Partners, LLC | NONE | $127,351 | not reported in the loaded dataset |
| Westfield Capital Management | NONE | $124,882 | $0 |
| Blackstone Real Estate Partners | NONE | $120,215 | $0 |
| Milestone Real Estate | NONE | $109,897 | not reported in the loaded dataset |
| John Hancock Forestree Ip | NONE | $107,336 | not reported in the loaded dataset |
| Jh Whitney | NONE | $103,878 | $0 |
| Warburg Pincus Lp | NONE | $100,875 | $0 |
| Starwood Distressed Oop Fd Ix Lp | NONE | $82,029 | not reported in the loaded dataset |
| Clarion Investors | NONE | $50,125 | not reported in the loaded dataset |
| Bloomberg Finance L.P | NONE | $41,006 | not reported in the loaded dataset |
| Bestx Ltd | NONE | $24,000 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $16,740 | $0 |
| Midocean Partners | NONE | $2,187 | $0 |
| Angelo Gordon | NONE | $1,289 | $0 |