Plan5500

Swedish Match North America Retirement Plan — Form 5500 plan (Swedish Match North America LLC)

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, Swedish Match North America Retirement Plan is a benefit plan reported by Swedish Match North America LLC under EIN 62-1257378 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,037 participants and $217,923,677 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$217.9MPlan net assets, end of year$217,923,677
Participants2KCovered participants reported2,037
Assets / participant$107KComputed: assets ÷ participants$106,983 (computed)
Provider compensationNone reported
Plan sponsor
Swedish Match North America LLC
EIN
62-1257378
Plan number
001
Plan type
2
Location
Richmond, VA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,037 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$217.9M total assets
Net assets$217.9MLiabilities$0
Money in vs. money out
Total income / additions$21M
Total expenses$11.9M
Benefits paid / distributions$11.9M
Contributions
Employer$0
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$217,923,677
Total liabilities (EOY)
$0
Net assets (EOY)
$217,923,677
Net assets (BOY)
$208,797,993

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$21,029,265

Expenses & distributions

Benefits paid
$11,903,581
Administrative expenses
$0
Total expenses
$11,903,581
Net increase / (decrease)
$9,125,684
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages