Stepan Company Savings And Investment Retirement Plan — Form 5500 plan (Stepan 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, Stepan Company Savings And Investment Retirement Plan is a benefit plan reported by Stepan Company under EIN 36-1823834 and plan number 009. The latest loaded filing year is 2023. The filing reports 1,809 participants and $389,251,991 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stepan Company
EIN
36-1823834
Plan number
009
Plan type
2
Location
Northbrook, IL
Latest filing year
2023
Participants
1,809
End-of-year plan assets
$389,251,991

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,809H, C20241014222315NAL0015611427001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$389,251,991
Total liabilities (EOY)
$0
Net assets (EOY)
$389,251,991
Net assets (BOY)
$343,413,647

Income & contributions

Employer contributions
$8,298,112
Participant contributions
$15,572,718
Total contributions
$26,170,792
Total income / additions
$93,937,641

Expenses & distributions

Benefits paid
$50,349,087
Administrative expenses
$87,038
Total expenses
$50,436,125
Net increase / (decrease)
$43,501,516

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.NONE$90,214not reported in the loaded dataset2023
Fidelity Inv. Inst. Ops. Co.NONE$0$02023

Related Form 5500 pages