Sappi North America, Inc. Salaried Investment Plan — Form 5500 plan (Sappi North America, 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, Sappi North America, Inc. Salaried Investment Plan is a benefit plan reported by Sappi North America, Inc. under EIN 23-2366983 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,073 participants and $348,231,085 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$348.2MPlan net assets, end of year$348,231,085
Participants1.1KCovered participants reported1,073
Assets / participant$324.5KComputed: assets ÷ participants$324,540 (computed)
Provider compensation$140.7K3 Schedule C provider row(s)$140,679
Plan sponsor
Sappi North America, Inc.
EIN
23-2366983
Plan number
005
Plan type
2
Location
Boston, MA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,073 participants · 2Sch HSch C
    View filing →
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)$348.2M total assets
Net assets$348.2MLiabilities$0
Money in vs. money out
Total income / additions$67.4M
Total expenses$25.4M
Benefits paid / distributions$25.3M
Contributions
Employer$5.8M
Participant$9.9M
Full reported line items

Net assets

Total assets (EOY)
$348,231,085
Total liabilities (EOY)
$0
Net assets (EOY)
$348,231,085
Net assets (BOY)
$305,427,593

Income & contributions

Employer contributions
$5,776,038
Participant contributions
$9,872,665
Total contributions
$16,343,975
Total income / additions
$67,441,221

Expenses & distributions

Benefits paid
$25,252,269
Administrative expenses
$136,929
Total expenses
$25,389,198
Net increase / (decrease)
$42,052,023
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.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $85.8K · Indirect $0
  2. 2
    Nepc LLC$36.3K
    NONE · Direct $36.3K
  3. 3
    NONE · Direct $18.6K

Related Form 5500 pages