2023 Form 5500 filing — R.R. Donnelley & Sons Company Retiree Welfare Benefits 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 20260324165114NAL0003293856001) for R.R. Donnelley & Sons Company Retiree Welfare Benefits Plan, reported by R. R. Donnelley & Sons Company under EIN 36-1004130 and plan number 512. It reports 9,658 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260324165114NAL0003293856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R. R. Donnelley & Sons Company
- EIN
- 36-1004130
- Plan number
- 512
- Location
- Warrenville, IL
- Participants
- 9,658
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $178,627,585
- Total liabilities (EOY)
- $10,086,428
- Net assets (EOY)
- $168,541,157
- Participant contributions
- $3,467,058
- Total income / additions
- $52,451,958
- Benefits paid
- $62,819,094
- Administrative expenses
- $26,801,688
- Total expenses
- $89,620,782
- Net increase / (decrease)
- -$37,168,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudental Insurance Co. | NONE | $14,362,957 | $0 |
| Prudential Insurance Company | NONE | $2,951,089 | not reported in the loaded dataset |
| Bswift LLC | NONE | $653,009 | not reported in the loaded dataset |
| Mercer | NONE | $241,074 | not reported in the loaded dataset |
| Prudential Insurance Company | NONE | $182,284 | $0 |
| Prudential Insuarnce Co. | NONE | $165,197 | $0 |
| Northern Trust Company | NONE | $41,802 | $0 |
| Baker Tilly Us, Llp | NONE | $27,300 | not reported in the loaded dataset |