Rr Donnelley Savings Plan — Form 5500 plan (R. R. Donnelley & Sons 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, Rr Donnelley Savings Plan is a benefit plan reported by R. R. Donnelley & Sons Company under EIN 36-1004130 and plan number 003. The latest loaded filing year is 2023. The filing reports 18,430 participants and $1,193,051,784 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R. R. Donnelley & Sons Company
- EIN
- 36-1004130
- Plan number
- 003
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 18,430
- End-of-year plan assets
- $1,193,051,784
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,430 | H, C | 20241015145730NAL0030060273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,193,051,784
- Total liabilities (EOY)
- $13,566,257
- Net assets (EOY)
- $1,179,485,527
- Net assets (BOY)
- $1,103,777,558
Income & contributions
- Employer contributions
- $8,324,403
- Participant contributions
- $56,754,410
- Total contributions
- $71,382,643
- Total income / additions
- $246,402,287
Expenses & distributions
- Benefits paid
- $168,066,549
- Administrative expenses
- $2,528,986
- Total expenses
- $170,694,318
- Net increase / (decrease)
- $75,707,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Trust Company, LLC | PLAN SPONSOR | $382,397 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $318,724 | $0 | 2023 |
| Rocaton Investment Advisors, LLC | INVESTMENT MANAGER | $280,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $236,522 | not reported in the loaded dataset | 2023 |
| T Rowe Price Stable Asset Mgmt Inc | INVESTMENT MGMT | $233,698 | not reported in the loaded dataset | 2023 |
| Fiam LLC | INVESTMENT MGMT | $140,030 | $0 | 2023 |
| Baker Tilly Us Llp | ACCOUNTANT/AUDITOR | $37,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for R. R. Donnelley & Sons Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Empower Trust Company, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Rocaton Investment Advisors, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- T Rowe Price Stable Asset Mgmt Inc — Schedule C compensation
- Fiam LLC — Schedule C compensation
- Baker Tilly Us Llp — Schedule C compensation