2023 Form 5500 filing — Donnelley Financial Savings 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 20241007191917NAL0016650721001) for Donnelley Financial Savings Plan, reported by Donnelley Financial, LLC under EIN 13-2618477 and plan number 003. It reports 5,456 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)$475.3MReported net assets$475,341,125
Participants5.5K5,456
Provider compensation$409K2 Schedule C row(s)$408,958
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007191917NAL0016650721001
- Plan sponsor
- Donnelley Financial, LLC
- EIN
- 13-2618477
- Plan number
- 003
- Location
- Chicago, IL
- 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)$475.4M total assets
Net assets$475.3MLiabilities$97.9K
Full reported line items
- Total assets (EOY)
- $475,439,064
- Total liabilities (EOY)
- $97,939
- Net assets (EOY)
- $475,341,125
- Employer contributions
- $4,941,431
- Participant contributions
- $15,906,000
- Total income / additions
- $92,481,605
- Benefits paid
- $52,918,062
- Administrative expenses
- $377,697
- Total expenses
- $53,425,336
- Net increase / (decrease)
- $39,056,269
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $311,044 | $0 |
| Empower Advisory Group, LLC | NONE | $97,914 | not reported in the loaded dataset |