2023 Form 5500 filing — Donnelley Financial Pension 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 20250915152020NAL0003256898001) for Donnelley Financial Pension Plan, reported by Donnelley Financial, LLC under EIN 13-2618477 and plan number 002. It reports 2,655 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915152020NAL0003256898001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Donnelley Financial, LLC
- EIN
- 13-2618477
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 2,655
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $194,749,786
- Total liabilities (EOY)
- $392,891
- Net assets (EOY)
- $194,356,895
- Total income / additions
- $22,324,175
- Benefits paid
- $14,675,255
- Administrative expenses
- $1,749,380
- Total expenses
- $16,424,635
- Net increase / (decrease)
- $5,899,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust Investments Inc. | NONE | $496,270 | not reported in the loaded dataset |
| Aon Consulting | NONE | $425,110 | not reported in the loaded dataset |
| Pension Benefit Guaranty Corporatio | NONE | $344,216 | not reported in the loaded dataset |
| Milliman Usa | NONE | $181,506 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $84,200 | not reported in the loaded dataset |
| Blackrock | NONE | $42,330 | not reported in the loaded dataset |
| Legal & General Investment | NONE | $25,000 | not reported in the loaded dataset |