Plan5500

The Ahlstrom Group Retirement Plan For U.S. Employees — Form 5500 plan (Ahlstrom Usa Inc.)

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 Ahlstrom Group Retirement Plan For U.S. Employees is a benefit plan reported by Ahlstrom Usa Inc. under EIN 13-3509370 and plan number 001. The latest loaded filing year is 2023. The filing reports 564 participants and $84,100,358 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ahlstrom Usa Inc.
EIN
13-3509370
Plan number
001
Plan type
2
Location
Windsor Locks, CT
Latest filing year
2023
Participants
564
End-of-year plan assets
$84,100,358

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023564H, C20241014104317NAL0025951425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,100,358
Total liabilities (EOY)
$51,673
Net assets (EOY)
$84,048,685
Net assets (BOY)
$84,802,502

Income & contributions

Total contributions
$0
Total income / additions
$6,139,606

Expenses & distributions

Benefits paid
$6,521,798
Administrative expenses
$371,625
Total expenses
$6,893,423
Net increase / (decrease)
-$753,817

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sei InvestmentsNONE$216,992$02023
Hooker & HolcombeNONE$82,524not reported in the loaded dataset2023
Verrill DanaNONE$10,829not reported in the loaded dataset2023
Cliftonlarsonallen, LlpNONE$8,000not reported in the loaded dataset2023

Related Form 5500 pages