2023 Form 5500 filing — Essity North America Investment And Retirement 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 20241010103821NAL0011380307001) for Essity North America Investment And Retirement Plan, reported by Essity North America under EIN 23-3061590 and plan number 002. It reports 6,210 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)$903.3MReported net assets$903,315,573
Participants6.2K6,210
Provider compensation$243.2K2 Schedule C row(s)$243,220
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010103821NAL0011380307001
- Plan sponsor
- Essity North America
- EIN
- 23-3061590
- Plan number
- 002
- Location
- Philadelphia, PA
- 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)$903.3M total assets
Net assets$903.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $903,315,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $903,315,573
- Employer contributions
- $27,624,614
- Participant contributions
- $27,129,228
- Total income / additions
- $188,102,061
- Benefits paid
- $85,713,788
- Administrative expenses
- $228,400
- Total expenses
- $85,951,836
- Net increase / (decrease)
- $102,150,225
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $171,298 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $71,922 | $0 |