2023 Form 5500 filing — Welfare Plan Of The Roosevelt Paper Company
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 20251107094224NAL0000257363001) for Welfare Plan Of The Roosevelt Paper Company, reported by Roosevelt Paper Company under EIN 23-1514696 and plan number 501. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$137.7KReported net assets$137,728
Participants220
Provider compensation$202.8K3 Schedule C row(s)$202,832
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20251107094224NAL0000257363001
- Plan sponsor
- Roosevelt Paper Company
- EIN
- 23-1514696
- Plan number
- 501
- Location
- Mt. Laurel, NJ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$137.7K total assets
Net assets$137.7KLiabilities$0
Full reported line items
- Total assets (EOY)
- $137,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,728
- Employer contributions
- $2,229,820
- Participant contributions
- $670,246
- Total income / additions
- $2,900,482
- Benefits paid
- $2,936,239
- Administrative expenses
- $109,860
- Total expenses
- $3,046,099
- Net increase / (decrease)
- -$145,617
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Company | NONE | $93,125 | not reported in the loaded dataset |
| Aon Consulting Inc. | NONE | $0 | $91,000 |
| Trustmark Health Benefits, Inc. | NONE | $18,707 | not reported in the loaded dataset |