2023 Form 5500 filing — Sappi North America, Inc. Hourly Investment Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240919140421NAL0006263265001) for Sappi North America, Inc. Hourly Investment Plan, reported by Sappi North America, Inc. under EIN 23-2366983 and plan number 006. It reports 1,588 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$263.9MReported net assets$263,933,883
Participants1.6K1,588
Provider compensation$170.9K3 Schedule C row(s)$170,852
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240919140421NAL0006263265001
- Plan sponsor
- Sappi North America, Inc.
- EIN
- 23-2366983
- Plan number
- 006
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$263.9M total assets
Net assets$263.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $263,933,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $263,933,883
- Employer contributions
- $3,498,473
- Participant contributions
- $11,382,606
- Total income / additions
- $51,321,263
- Benefits paid
- $29,385,195
- Administrative expenses
- $158,852
- Total expenses
- $29,589,376
- Net increase / (decrease)
- $21,731,887
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $136,239 | $0 |
| Nepc, LLC | NONE | $27,193 | not reported in the loaded dataset |
| Caron & Bletzer Pllc | NONE | $7,420 | not reported in the loaded dataset |