Mondi Retirement Savings Plan Usa — Form 5500 plan (Mondi U.S. Holdings 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, Mondi Retirement Savings Plan Usa is a benefit plan reported by Mondi U.S. Holdings LLC under EIN 20-3849624 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,651 participants and $118,871,120 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mondi U.S. Holdings LLC
EIN
20-3849624
Plan number
001
Plan type
2
Location
Romeoville, IL
Latest filing year
2023
Participants
1,651
End-of-year plan assets
$118,871,120

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,651H, C20241001091324NAL0003859011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$118,871,120
Total liabilities (EOY)
$0
Net assets (EOY)
$118,871,120
Net assets (BOY)
$103,518,711

Income & contributions

Employer contributions
$3,474,499
Participant contributions
$4,992,972
Total contributions
$8,745,236
Total income / additions
$26,620,653

Expenses & distributions

Benefits paid
$11,046,363
Administrative expenses
$240,706
Total expenses
$11,268,244
Net increase / (decrease)
$15,352,409

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$125,206$02023
Shepherd Kaplan Krochuk LLCINVESTMENT ADVISOR$105,956not reported in the loaded dataset2023
Ford & Harrison LlpATTORNEY/LEGAL$9,544not reported in the loaded dataset2023

Related Form 5500 pages