Essendant Union Employees' Pension Plan — Form 5500 plan (Essendant Co.)

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 Union Employees' Pension Plan is a benefit plan reported by Essendant Co. under EIN 36-2431718 and plan number 009. The latest loaded filing year is 2023. The filing reports 1,286 participants and $57,011,985 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Essendant Co.
EIN
36-2431718
Plan number
009
Plan type
2
Location
Deerfield, IL
Latest filing year
2023
Participants
1,286
End-of-year plan assets
$57,011,985

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,286H, C20250718082554NAL0000643875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,011,985
Total liabilities (EOY)
$0
Net assets (EOY)
$57,011,985
Net assets (BOY)
$61,195,744

Income & contributions

Total contributions
$0
Total income / additions
$7,781,034

Expenses & distributions

Benefits paid
$11,454,084
Administrative expenses
$510,709
Total expenses
$11,964,793
Net increase / (decrease)
-$4,183,759

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
October Three Consulting LLCNONE$260,394not reported in the loaded dataset2023
Aon HewittNONE$56,308not reported in the loaded dataset2023
PrincipalNONE$45,825not reported in the loaded dataset2023
Rsm Us LlpNONE$19,425not reported in the loaded dataset2023
Vedder Price PcNONE$6,740not reported in the loaded dataset2023

Related Form 5500 pages