Cascades Union Employees 401(K) Plan — Form 5500 plan (Cascades Usa Inc.)

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, Cascades Union Employees 401(K) Plan is a benefit plan reported by Cascades Usa Inc. under EIN 68-0592968 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,182 participants and $48,582,808 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cascades Usa Inc.
EIN
68-0592968
Plan number
005
Plan type
2
Location
Niagara Falls, NY
Latest filing year
2023
Participants
1,182
End-of-year plan assets
$48,582,808

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,182H, C20241015140247NAL0056544338001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,582,808
Total liabilities (EOY)
$0
Net assets (EOY)
$48,582,808
Net assets (BOY)
$43,590,198

Income & contributions

Employer contributions
$1,602,881
Participant contributions
$2,489,273
Total contributions
$4,178,809
Total income / additions
$11,597,539

Expenses & distributions

Benefits paid
$6,497,355
Administrative expenses
$108,927
Total expenses
$6,603,729
Net increase / (decrease)
$4,993,810

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$92,662$02023
Strategic Advisors, Inc.ADVISOR$16,266not reported in the loaded dataset2023

Related Form 5500 pages