Billerud Americas Corporation Employee Pension Plan — Form 5500 plan (Billerud Americas Corp)
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 Employee Pension Plan is a benefit plan reported by Billerud Americas Corp under EIN 75-3217389 and plan number 005. The latest loaded filing year is 2023. The filing reports 6,172 participants and $875,916,663 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Billerud Americas Corp
- EIN
- 75-3217389
- Plan number
- 005
- Plan type
- 2
- Location
- Miamisburg, OH
- Latest filing year
- 2023
- Participants
- 6,172
- End-of-year plan assets
- $875,916,663
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,172 | H, C | 20241007092034NAL0014975313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $875,916,663
- Total liabilities (EOY)
- $596,837
- Net assets (EOY)
- $875,319,826
- Net assets (BOY)
- $835,439,074
Income & contributions
- Employer contributions
- $884,504
- Total contributions
- $884,504
- Total income / additions
- $117,480,422
Expenses & distributions
- Benefits paid
- $71,809,613
- Administrative expenses
- $5,797,215
- Total expenses
- $77,606,828
- Net increase / (decrease)
- $39,873,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $673,373 | $0 | 2023 |
| Stephens Capital Management | INVESTMENT ADVISOR | $350,000 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | ACTUARY | $171,192 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Billerud Americas Corp
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Miamisburg, OH
- Transamerica Retirement Solutions — Schedule C compensation
- Stephens Capital Management — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- National Financial Services — Schedule C compensation