Escanaba Paper Company Union Retirement Trust Fund — Form 5500 plan (Escanaba Paper Company Union Retirement Insurance Trust Fund)
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, Escanaba Paper Company Union Retirement Trust Fund is a benefit plan reported by Escanaba Paper Company Union Retirement Insurance Trust Fund under EIN 38-2821140 and plan number 501. The latest loaded filing year is 2023. The filing reports 540 participants and $5,316,925 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Escanaba Paper Company Union Retirement Insurance Trust Fund
- EIN
- 38-2821140
- Plan number
- 501
- Plan type
- 2
- Location
- Escanaba, MI
- Latest filing year
- 2023
- Participants
- 540
- End-of-year plan assets
- $5,316,925
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 540 | H, C | 20250121131506NAL0002345187002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,316,925
- Total liabilities (EOY)
- $12,100
- Net assets (EOY)
- $5,304,825
- Net assets (BOY)
- $5,130,352
Income & contributions
- Participant contributions
- $32,586
- Total contributions
- $32,586
- Total income / additions
- $636,709
Expenses & distributions
- Benefits paid
- $377,936
- Administrative expenses
- $84,300
- Total expenses
- $462,236
- Net increase / (decrease)
- $174,473
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | CUSTODIAL | $56,189 | not reported in the loaded dataset | 2023 |
| Accuserve | CLAIMS PROCESSING | $16,744 | not reported in the loaded dataset | 2023 |
| Schneider, Larche, Haapala, & Co. | PLAN AUDITOR | $6,100 | not reported in the loaded dataset | 2023 |
| Watkins, Ross, & Company | ACTUARY | $4,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Escanaba Paper Company Union Retirement Insurance Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Escanaba, MI
- Wells Fargo Advisors — Schedule C compensation
- Accuserve — Schedule C compensation
- Schneider, Larche, Haapala, & Co. — Schedule C compensation
- Watkins, Ross, & Company — Schedule C compensation