2023 Form 5500 filing — International Paper Co Ret Acct - Emerging Markets Fixed Income

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 20241015162413NAL0030330289001) for International Paper Co Ret Acct - Emerging Markets Fixed Income, reported by International Paper Company under EIN 13-0872805 and plan number 229. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$161.3MReported net assets$161,345,806

ParticipantsNot reported

Provider compensation$148.6K4 Schedule C row(s)$148,646

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015162413NAL0030330289001
Plan sponsor: International Paper Company
EIN: 13-0872805
Plan number: 229
Location: Memphis, TN
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$161.4M total assets

Net assets$161.3MLiabilities$24.8K

Money in vs. money out

Total income / additions$20.6M

Total expenses$147K

Benefits paid / distributions$0

Full reported line items

Total assets (EOY): $161,370,634
Total liabilities (EOY): $24,828
Net assets (EOY): $161,345,806
Total income / additions: $20,573,670
Benefits paid: $0
Administrative expenses: $146,976
Total expenses: $146,976
Net increase / (decrease): $20,426,694

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Grant, Mayo, Van Otterloo$68.4K
NONE · Direct $68.4K · Indirect $0
2
Wellington Management Company$41.7K
NONE · Direct $41.7K · Indirect $0
3
Marathon Asset Management$38.5K
NONE · Direct $38.5K · Indirect $0
4
State Street Global Advisors$37
NONE · Direct $37 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015162413NAL0030330289001 cover?: It is the 2023 Form 5500 filing for International Paper Co Ret Acct - Emerging Markets Fixed Income, reported by International Paper Company (EIN 13-0872805).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).