2023 Form 5500 filing — Essentra Usa Retirement 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 20250829112549NAL0011292017001) for Essentra Usa Retirement Plan, reported by Essentra Holdings Corporation under EIN 54-1863320 and plan number 001. It reports 1,002 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250829112549NAL0011292017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Essentra Holdings Corporation
- EIN
- 54-1863320
- Plan number
- 001
- Location
- Westchester, IL
- Participants
- 1,002
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,175,741
- Total liabilities (EOY)
- $56,862
- Net assets (EOY)
- $42,118,879
- Total income / additions
- $5,095,101
- Benefits paid
- $4,009,567
- Administrative expenses
- $1,285,793
- Total expenses
- $5,295,360
- Net increase / (decrease)
- -$200,259
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney Hld LLC | INVESTMENT ADVISOR | $234,877 | $0 |
| Aon Consulting | ACTUARY SERVICES | $140,771 | not reported in the loaded dataset |
| First State Trust Company | SERVICE PROVIDER | $66,434 | $0 |
| Williams Mullen | ATTORNEY | $21,161 | not reported in the loaded dataset |