2023 Form 5500 filing — International Paper Co Ret Acct - Mid Cap Pool
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 20241015162815NAL0030340513001) for International Paper Co Ret Acct - Mid Cap Pool, reported by International Paper Company under EIN 13-0872805 and plan number 226. 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).
- EFAST2 acknowledgement
- 20241015162815NAL0030340513001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- International Paper Company
- EIN
- 13-0872805
- Plan number
- 226
- Location
- Memphis, TN
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $336,358,640
- Total liabilities (EOY)
- $421,356
- Net assets (EOY)
- $335,937,284
- Total income / additions
- $64,325,714
- Benefits paid
- $0
- Administrative expenses
- $1,326,216
- Total expenses
- $1,326,216
- Net increase / (decrease)
- $62,999,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Artisan Partners | NONE | $249,392 | $0 |
| Pzena Capital Management | NONE | $239,459 | $0 |
| Earnest Partners, LLC | NONE | $222,789 | not reported in the loaded dataset |
| Westfield Capital Management | NONE | $216,841 | $0 |
| Champlain Investment Partners | NONE | $216,386 | not reported in the loaded dataset |
| Newsouth | NONE | $179,257 | $0 |
| International Paper | SELF | $19,793 | not reported in the loaded dataset |
| State Street Bank | NONE | $18,794 | $0 |