2023 Form 5500 filing — Hazen Paper Company Retirement Program
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 20241009161201NAL0037646098001) for Hazen Paper Company Retirement Program, reported by Hazen Paper Company under EIN 04-1429900 and plan number 001. It reports 193 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)$11.8MReported net assets$11,753,058
Participants193
Provider compensation$109.5K3 Schedule C row(s)$109,470
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009161201NAL0037646098001
- Plan sponsor
- Hazen Paper Company
- EIN
- 04-1429900
- Plan number
- 001
- Location
- Holyoke, 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)$11.8M total assets
Net assets$11.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,753,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,753,058
- Employer contributions
- $321,502
- Total income / additions
- $1,801,116
- Benefits paid
- $998,457
- Administrative expenses
- $218,071
- Total expenses
- $1,216,528
- Net increase / (decrease)
- $584,588
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $89,147 | $0 |
| H & H Investment Advisors | INVESTMENT ADVISORY | $0 | $11,836 |
| Usi Advisors, Inc. | INVESTMENT ADVISORY | $0 | $8,487 |