Essity North America Investment And Retirement Plan — Form 5500 plan (Essity North America)

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, Essity North America Investment And Retirement Plan is a benefit plan reported by Essity North America under EIN 23-3061590 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,210 participants and $903,315,573 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Essity North America
EIN
23-3061590
Plan number
002
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
6,210
End-of-year plan assets
$903,315,573

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,210H, C20241010103821NAL0011380307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$903,315,573
Total liabilities (EOY)
$0
Net assets (EOY)
$903,315,573
Net assets (BOY)
$801,165,348

Income & contributions

Employer contributions
$27,624,614
Participant contributions
$27,129,228
Total contributions
$56,421,029
Total income / additions
$188,102,061

Expenses & distributions

Benefits paid
$85,713,788
Administrative expenses
$228,400
Total expenses
$85,951,836
Net increase / (decrease)
$102,150,225

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisers Inc.NONE$171,298not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$71,922$02023

Related Form 5500 pages