Donnelley Financial Pension Plan — Form 5500 plan (Donnelley Financial, LLC)
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, Donnelley Financial Pension Plan is a benefit plan reported by Donnelley Financial, LLC under EIN 13-2618477 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,655 participants and $194,749,786 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Donnelley Financial, LLC
- EIN
- 13-2618477
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 2,655
- End-of-year plan assets
- $194,749,786
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,655 | H, C | 20250915152020NAL0003256898001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $194,749,786
- Total liabilities (EOY)
- $392,891
- Net assets (EOY)
- $194,356,895
- Net assets (BOY)
- $188,457,355
Income & contributions
- Total contributions
- $0
- Total income / additions
- $22,324,175
Expenses & distributions
- Benefits paid
- $14,675,255
- Administrative expenses
- $1,749,380
- Total expenses
- $16,424,635
- Net increase / (decrease)
- $5,899,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust Investments Inc. | NONE | $496,270 | not reported in the loaded dataset | 2023 |
| Aon Consulting | NONE | $425,110 | not reported in the loaded dataset | 2023 |
| Pension Benefit Guaranty Corporatio | NONE | $344,216 | not reported in the loaded dataset | 2023 |
| Milliman Usa | NONE | $181,506 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $84,200 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $42,330 | not reported in the loaded dataset | 2023 |
| Legal & General Investment | NONE | $25,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Donnelley Financial, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Northern Trust Investments Inc. — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Pension Benefit Guaranty Corporatio — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Blackrock — Schedule C compensation
- Legal & General Investment — Schedule C compensation