Sappi North America, Inc. Retirement Plan For Salaried Employees — 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. Retirement Plan For Salaried Employees is a benefit plan reported by Sappi North America, Inc. under EIN 23-2366983 and plan number 037. The latest loaded filing year is 2023. The filing reports 572 participants and $85,448,350 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sappi North America, Inc.
- EIN
- 23-2366983
- Plan number
- 037
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 572
- End-of-year plan assets
- $85,448,350
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 572 | H, C | 20241009151135NAL0018621153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,448,350
- Total liabilities (EOY)
- $100,712
- Net assets (EOY)
- $85,347,638
- Net assets (BOY)
- $78,876,327
Income & contributions
- Total contributions
- $0
- Total income / additions
- $8,283,241
Expenses & distributions
- Benefits paid
- $1,383,320
- Administrative expenses
- $428,610
- Total expenses
- $1,811,930
- Net increase / (decrease)
- $6,471,311
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| New England Pension Consultants | CONSULTANT | $125,410 | not reported in the loaded dataset | 2023 |
| Income Research & Management | INVESTMENT MANAGER | $48,655 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | TRUSTEE | $48,644 | not reported in the loaded dataset | 2023 |
| Mellon Capital | INVESTMENT MANAGER | $45,553 | $0 | 2023 |
| Silchester International Investors | INVESTMENT MANAGER | $26,369 | $0 | 2023 |
| Aon Consulting, Inc. | ACTUARY | $24,301 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | AUDITOR | $20,200 | not reported in the loaded dataset | 2023 |
| Faegre Drinker Biddle & Reath Llp | LEGAL | $17,881 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sappi North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- New England Pension Consultants — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Mellon Capital — Schedule C compensation
- Silchester International Investors — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Faegre Drinker Biddle & Reath Llp — Schedule C compensation