International Paper Co Ret Acct - Mid Cap Pool — 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, International Paper Co Ret Acct - Mid Cap Pool is a benefit plan reported by International Paper Company under EIN 13-0872805 and plan number 226. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $336,358,640 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
- 226
- Plan type
- 4
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $336,358,640
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015162815NAL0030340513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $336,358,640
- Total liabilities (EOY)
- $421,356
- Net assets (EOY)
- $335,937,284
- Net assets (BOY)
- $417,463,121
Income & contributions
- Total contributions
- $0
- Total income / additions
- $64,325,714
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,326,216
- Total expenses
- $1,326,216
- Net increase / (decrease)
- $62,999,498
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Artisan Partners | NONE | $249,392 | $0 | 2023 |
| Pzena Capital Management | NONE | $239,459 | $0 | 2023 |
| Earnest Partners, LLC | NONE | $222,789 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management | NONE | $216,841 | $0 | 2023 |
| Champlain Investment Partners | NONE | $216,386 | not reported in the loaded dataset | 2023 |
| Newsouth | NONE | $179,257 | $0 | 2023 |
| International Paper | SELF | $19,793 | not reported in the loaded dataset | 2023 |
| State Street Bank | NONE | $18,794 | $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
- Artisan Partners — Schedule C compensation
- Pzena Capital Management — Schedule C compensation
- Earnest Partners, LLC — Schedule C compensation
- Westfield Capital Management — Schedule C compensation
- Champlain Investment Partners — Schedule C compensation
- Newsouth — Schedule C compensation
- International Paper — Schedule C compensation
- State Street Bank — Schedule C compensation