New-Indy Catawba, LLC Pension Plan — Form 5500 plan (New-Indy Containerboard, 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, New-Indy Catawba, LLC Pension Plan is a benefit plan reported by New-Indy Containerboard, LLC under EIN 83-1904423 and plan number 001. The latest loaded filing year is 2023. The filing reports 359 participants and $73,939,122 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New-Indy Containerboard, LLC
EIN
83-1904423
Plan number
001
Plan type
2
Location
Ontario, CA
Latest filing year
2023
Participants
359
End-of-year plan assets
$73,939,122

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023359H, C20241015105219NAL0014433507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$73,939,122
Total liabilities (EOY)
$0
Net assets (EOY)
$73,939,122
Net assets (BOY)
$64,908,097

Income & contributions

Employer contributions
$2,929,866
Total contributions
$2,929,866
Total income / additions
$12,717,920

Expenses & distributions

Benefits paid
$3,405,363
Administrative expenses
$281,532
Total expenses
$3,686,895
Net increase / (decrease)
$9,031,025

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Consulting GroupACTUARY$13,000not reported in the loaded dataset2023

Related Form 5500 pages