Essendant 401(K) Savings Plan — Form 5500 plan (Essendant)

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, Essendant 401(K) Savings Plan is a benefit plan reported by Essendant under EIN 36-2431718 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,050 participants and $409,451,428 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Essendant
EIN
36-2431718
Plan number
001
Plan type
2
Location
Deerfield, IL
Latest filing year
2023
Participants
5,050
End-of-year plan assets
$409,451,428

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,050H, C20241015183233NAL0049358448001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$409,451,428
Total liabilities (EOY)
$0
Net assets (EOY)
$409,451,428
Net assets (BOY)
$371,545,847

Income & contributions

Employer contributions
$6,222,431
Participant contributions
$16,749,542
Total contributions
$24,718,718
Total income / additions
$92,645,709

Expenses & distributions

Benefits paid
$54,415,559
Administrative expenses
$305,622
Total expenses
$54,740,128
Net increase / (decrease)
$37,905,581

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$201,977$02023
AonCONSULTANT$65,000not reported in the loaded dataset2023
Rsm Us LlpACCOUNTANT/AUDITOR$24,024not reported in the loaded dataset2023
Vedder Price PcATTORNEY/LEGAL$14,323not reported in the loaded dataset2023

Related Form 5500 pages