The International Paper Co Retirement Plan Pension Account — Form 5500 plan (International Paper Company)
Plain-English plan 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, The International Paper Co Retirement Plan Pension Account is a benefit plan reported by International Paper Company under EIN 13-0872805 and plan number 213. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $7,218,193,367 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Paper Company
- EIN
- 13-0872805
- Plan number
- 213
- Plan type
- 4
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $7,218,193,367
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015163232NAL0016883283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,218,193,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,218,193,367
- Net assets (BOY)
- $5,563,291,853
Income & contributions
- Total contributions
- $0
- Total income / additions
- $659,446,002
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $32,039,022
- Total expenses
- $32,039,022
- Net increase / (decrease)
- $627,406,980
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan | NONE | $3,242,760 | $0 | 2023 |
| Dyal Iii Pension Investor Lp | NONE | $3,133,082 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | NONE | $2,277,150 | not reported in the loaded dataset | 2023 |
| State Street Bank | TRUSTEE | $2,061,931 | $0 | 2023 |
| Pacific Investment Management Co | NONE | $1,531,396 | not reported in the loaded dataset | 2023 |
| Western Asset Management | NONE | $1,381,224 | not reported in the loaded dataset | 2023 |
| Tcv Xi(A), Lp | NONE | $1,376,004 | not reported in the loaded dataset | 2023 |
| Prudential (Pgim) | NONE | $1,120,669 | not reported in the loaded dataset | 2023 |
| Wellington Management Co Llp | NONE | $1,105,809 | $0 | 2023 |
| Acadian Asset Mgmt LLC | NONE | $1,104,475 | not reported in the loaded dataset | 2023 |
| Pzena Investment Management | NONE | $946,056 | $0 | 2023 |
| Ubs Realty | NONE | $870,248 | not reported in the loaded dataset | 2023 |
| Lightyear Fund Iv, L.P | NONE | $822,190 | not reported in the loaded dataset | 2023 |
| International Paper | SELF | $754,842 | not reported in the loaded dataset | 2023 |
| Bain Capital Fund Xiii, Lp | NONE | $626,985 | $0 | 2023 |
| Baillie Gifford Overseas Ltd | NONE | $572,234 | $0 | 2023 |
| Mondrian Investment Partners Ltd | NONE | $555,019 | $0 | 2023 |
| Walter Scott And Partners Ltd | NONE | $540,267 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management, Inc | NONE | $523,043 | $0 | 2023 |
| Doubleline Capital Lp | NONE | $505,543 | not reported in the loaded dataset | 2023 |
| Riverstone Energy Limited | NONE | $442,981 | not reported in the loaded dataset | 2023 |
| Artisan Partners | NONE | $431,668 | $0 | 2023 |
| The Carlyle Group | NONE | $426,811 | $0 | 2023 |
| Glp Capital Partners Iv | NONE | $421,798 | $0 | 2023 |
| Brep Europe | NONE | $405,212 | not reported in the loaded dataset | 2023 |
| Fortress Credit | NONE | $397,140 | not reported in the loaded dataset | 2023 |
| Sculptor Real Estate | NONE | $396,248 | not reported in the loaded dataset | 2023 |
| Rocaton Investment Advisors LLC | NONE | $375,016 | not reported in the loaded dataset | 2023 |
| Sands Capital Management LLC | NONE | $365,043 | $0 | 2023 |
| Welsh, Carson, Anderson & Stowe | NONE | $298,668 | $0 | 2023 |
| Sterling Group Partners V | NONE | $276,164 | not reported in the loaded dataset | 2023 |
| Wasatch Advisors Inc | NONE | $243,351 | $0 | 2023 |
| Intech Investment Management | NONE | $236,063 | not reported in the loaded dataset | 2023 |
| Kestrel Investment Management Corp | NONE | $224,478 | not reported in the loaded dataset | 2023 |
| Sanders Capital | NONE | $223,571 | $0 | 2023 |
| Marathon Asset Management | NONE | $218,798 | $0 | 2023 |
| Hood River Capital Mgmt | NONE | $210,002 | not reported in the loaded dataset | 2023 |
| Shapiro Capital Management LLC | NONE | $196,817 | $0 | 2023 |
| Kohlberg Te Investors Ix, Lp | NONE | $191,516 | not reported in the loaded dataset | 2023 |
| Newsouth Capital Management | NONE | $134,184 | $0 | 2023 |
| General Atlant Investment Partners | NONE | $129,807 | $0 | 2023 |
| Newbury Equity Partners | NONE | $129,375 | not reported in the loaded dataset | 2023 |
| Earnest Partners, LLC | NONE | $127,351 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management | NONE | $124,882 | $0 | 2023 |
| Blackstone Real Estate Partners | NONE | $120,215 | $0 | 2023 |
| Milestone Real Estate | NONE | $109,897 | not reported in the loaded dataset | 2023 |
| John Hancock Forestree Ip | NONE | $107,336 | not reported in the loaded dataset | 2023 |
| Jh Whitney | NONE | $103,878 | $0 | 2023 |
| Warburg Pincus Lp | NONE | $100,875 | $0 | 2023 |
| Starwood Distressed Oop Fd Ix Lp | NONE | $82,029 | not reported in the loaded dataset | 2023 |
| Clarion Investors | NONE | $50,125 | not reported in the loaded dataset | 2023 |
| Bloomberg Finance L.P | NONE | $41,006 | not reported in the loaded dataset | 2023 |
| Bestx Ltd | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $16,740 | $0 | 2023 |
| Midocean Partners | NONE | $2,187 | $0 | 2023 |
| Angelo Gordon | NONE | $1,289 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Paper Company
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Jp Morgan — Schedule C compensation
- Dyal Iii Pension Investor Lp — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- State Street Bank — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Tcv Xi(A), Lp — Schedule C compensation
- Prudential (Pgim) — Schedule C compensation
- Wellington Management Co Llp — Schedule C compensation
- Acadian Asset Mgmt LLC — Schedule C compensation
- Pzena Investment Management — Schedule C compensation
- Ubs Realty — Schedule C compensation
- Lightyear Fund Iv, L.P — Schedule C compensation
- International Paper — Schedule C compensation
- Bain Capital Fund Xiii, Lp — Schedule C compensation
- Baillie Gifford Overseas Ltd — Schedule C compensation
- Mondrian Investment Partners Ltd — Schedule C compensation
- Walter Scott And Partners Ltd — Schedule C compensation
- Blackrock Financial Management, Inc — Schedule C compensation
- Doubleline Capital Lp — Schedule C compensation
- Riverstone Energy Limited — Schedule C compensation
- Artisan Partners — Schedule C compensation
- The Carlyle Group — Schedule C compensation
- Glp Capital Partners Iv — Schedule C compensation
- Brep Europe — Schedule C compensation
- Fortress Credit — Schedule C compensation
- Sculptor Real Estate — Schedule C compensation
- Rocaton Investment Advisors LLC — Schedule C compensation
- Sands Capital Management LLC — Schedule C compensation
- Welsh, Carson, Anderson & Stowe — Schedule C compensation
- Sterling Group Partners V — Schedule C compensation
- Wasatch Advisors Inc — Schedule C compensation
- Intech Investment Management — Schedule C compensation
- Kestrel Investment Management Corp — Schedule C compensation
- Sanders Capital — Schedule C compensation
- Marathon Asset Management — Schedule C compensation
- Hood River Capital Mgmt — Schedule C compensation
- Shapiro Capital Management LLC — Schedule C compensation
- Kohlberg Te Investors Ix, Lp — Schedule C compensation
- Newsouth Capital Management — Schedule C compensation
- General Atlant Investment Partners — Schedule C compensation
- Newbury Equity Partners — Schedule C compensation
- Earnest Partners, LLC — Schedule C compensation
- Westfield Capital Management — Schedule C compensation
- Blackstone Real Estate Partners — Schedule C compensation
- Milestone Real Estate — Schedule C compensation
- John Hancock Forestree Ip — Schedule C compensation
- Jh Whitney — Schedule C compensation
- Warburg Pincus Lp — Schedule C compensation
- Starwood Distressed Oop Fd Ix Lp — Schedule C compensation
- Clarion Investors — Schedule C compensation
- Bloomberg Finance L.P — Schedule C compensation
- Bestx Ltd — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Midocean Partners — Schedule C compensation
- Angelo Gordon — Schedule C compensation