Billerud Americas Corporation Retirement Savings Plan For Non Union Employees — Form 5500 plan (Billerud Americas Corporation)
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, Billerud Americas Corporation Retirement Savings Plan For Non Union Employees is a benefit plan reported by Billerud Americas Corporation under EIN 75-3217389 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,600 participants and $333,504,993 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Billerud Americas Corporation
- EIN
- 75-3217389
- Plan number
- 001
- Plan type
- 2
- Location
- Miamisburg, OH
- Latest filing year
- 2023
- Participants
- 1,600
- End-of-year plan assets
- $333,504,993
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,600 | H, C | 20241002135923NAL0004854819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $333,504,993
- Net assets (EOY)
- $333,504,993
- Net assets (BOY)
- $301,382,589
Income & contributions
- Employer contributions
- $7,561,237
- Participant contributions
- $10,666,258
- Total contributions
- $20,060,946
- Total income / additions
- $70,099,113
Expenses & distributions
- Benefits paid
- $38,349,386
- Administrative expenses
- $446,364
- Total expenses
- $38,795,750
- Net increase / (decrease)
- $31,303,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $301,871 | $0 | 2023 |
| D & G Advisory Group LLC | SECURITIES BROKER | $75,248 | not reported in the loaded dataset | 2023 |
| Stephens Inc | CONSULTANT | $42,126 | not reported in the loaded dataset | 2023 |
| Lenny Kisin Dba | SECURITIES BROKER | $12,192 | not reported in the loaded dataset | 2023 |
| Carlson Capital Management LLC | SECURITIES BROKER | $7,231 | not reported in the loaded dataset | 2023 |
| Fisher Investments | SECURITIES BROKER | $6,164 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $383 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Billerud Americas Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Miamisburg, OH
- Transamerica Retirement Solutions — Schedule C compensation
- D & G Advisory Group LLC — Schedule C compensation
- Stephens Inc — Schedule C compensation
- Lenny Kisin Dba — Schedule C compensation
- Carlson Capital Management LLC — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation
- National Financial Services — Schedule C compensation