2023 Form 5500 filing — Quad/Graphics Diversified 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 20250430140729NAL0004006594001) for Quad/Graphics Diversified Plan, reported by Quad/Graphics, Inc. under EIN 39-1152983 and plan number 003. It reports 17,930 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430140729NAL0004006594001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quad/Graphics, Inc.
- EIN
- 39-1152983
- Plan number
- 003
- Location
- Sussex, WI
- Participants
- 17,930
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,067,141,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,067,141,728
- Employer contributions
- $16,052,597
- Participant contributions
- $65,147,592
- Total income / additions
- $369,053,502
- Benefits paid
- $266,879,672
- Administrative expenses
- $1,350,746
- Total expenses
- $268,609,702
- Net increase / (decrease)
- $100,443,800
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | CUSTODIAN | $990,270 | $20,068 |
| Allspring Global Investments | INVESTMENT MANAGEMENT | $0 | $638,767 |
| Fiduciary Management Inc | INVESTMENT MANAGEMENT | $0 | $449,066 |
| Pacific Investment Management Pimco | INVESTMENT MANAGEMENT | $0 | $327,168 |
| Vaughan Nelson | INVESTMENT MANAGEMENT | $0 | $246,369 |
| Polen Capital Mgmt LLC | INVESTMENT MANAGEMENT | $0 | $240,628 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $221,472 | $0 |
| Beutel Goodman Company, Ltd | INVESTMENT MANAGEMENT | $0 | $213,242 |
| Seizert Capital Partners LLC | INVESTMENT MANAGEMENT | $0 | $209,137 |
| Nuveen Asset Management LLC | INVESTMENT MANAGEMENT | $0 | $175,483 |
| Geneva Capital Management Ltd | INVESTMENT MANAGEMENT | $0 | $174,696 |
| Summit Creek Advisors LLC | INVESTMENT MANAGEMENT | $0 | $140,727 |
| Madison Investment Advisors | INVESTMENT MANAGEMENT | $0 | $122,591 |
| Advisory Research, Inc. | INVESTMENT MANAGEMENT | $0 | $122,038 |
| Andco Consulting, LLC | INVESTMENT ADVISORY | $96,000 | not reported in the loaded dataset |
| Invesco Truct Co | INVESTMENT ADVISORY | $0 | $77,064 |
| Lyrical Partners Lp | INVESTMENT MANAGEMENT | $0 | $65,650 |
| Janus Capital Management | INVESTMENT MANAGEMENT | $0 | $53,430 |
| Calamos Advisors LLC | INVESTMENT MANAGEMENT | $0 | $42,288 |
| Foley & Lardner Llp | ACCOUNTANT | $19,956 | $7,696 |
| Baker Tilly Us, Llp | ACCOUNTANT | $18,900 | $3,675 |