Donnelley Financial Savings 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 Savings Plan is a benefit plan reported by Donnelley Financial, LLC under EIN 13-2618477 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,456 participants and $475,439,064 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
003
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
5,456
End-of-year plan assets
$475,439,064

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,456H, C20241007191917NAL0016650721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$475,439,064
Total liabilities (EOY)
$97,939
Net assets (EOY)
$475,341,125
Net assets (BOY)
$436,284,856

Income & contributions

Employer contributions
$4,941,431
Participant contributions
$15,906,000
Total contributions
$22,827,369
Total income / additions
$92,481,605

Expenses & distributions

Benefits paid
$52,918,062
Administrative expenses
$377,697
Total expenses
$53,425,336
Net increase / (decrease)
$39,056,269

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$311,044$02023
Empower Advisory Group, LLCNONE$97,914not reported in the loaded dataset2023

Related Form 5500 pages