Welfare Plan Of The Roosevelt Paper Company — Form 5500 plan (Roosevelt 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, Welfare Plan Of The Roosevelt Paper Company is a benefit plan reported by Roosevelt Paper Company under EIN 23-1514696 and plan number 501. The latest loaded filing year is 2023. The filing reports 220 participants and $137,728 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$137.7KPlan net assets, end of year$137,728
Participants220Covered participants reported
Assets / participant$626Computed: assets ÷ participants$626 (computed)
Provider compensation$202.8K3 Schedule C provider row(s)$202,832
- Plan sponsor
- Roosevelt Paper Company
- EIN
- 23-1514696
- Plan number
- 501
- Plan type
- 2
- Location
- Mt. Laurel, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20251107094224NAL0000257363001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$137.7K total assets
Net assets$137.7KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $137,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,728
- Net assets (BOY)
- $283,345
Income & contributions
- Employer contributions
- $2,229,820
- Participant contributions
- $670,246
- Total contributions
- $2,900,066
- Total income / additions
- $2,900,482
Expenses & distributions
- Benefits paid
- $2,936,239
- Administrative expenses
- $109,860
- Total expenses
- $3,046,099
- Net increase / (decrease)
- -$145,617
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
77%23%
Employer 77%Participant 23%
Total expenses ÷ net assets2212%Computed ratio
Benefits paid ÷ total income101%Computed ratio
Provider comp. ÷ net assets147%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | NONE | $93,125 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc. | NONE | $0 | $91,000 | 2023 |
| Trustmark Health Benefits, Inc. | NONE | $18,707 | not reported in the loaded dataset | 2023 |