2023 Form 5500 filing — Escanaba Paper Company Union Retirement Trust Fund
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 20250121131506NAL0002345187002) for Escanaba Paper Company Union Retirement Trust Fund, reported by Escanaba Paper Company Union Retirement Insurance Trust Fund under EIN 38-2821140 and plan number 501. It reports 540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250121131506NAL0002345187002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Escanaba Paper Company Union Retirement Insurance Trust Fund
- EIN
- 38-2821140
- Plan number
- 501
- Location
- Escanaba, MI
- Participants
- 540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,316,925
- Total liabilities (EOY)
- $12,100
- Net assets (EOY)
- $5,304,825
- Participant contributions
- $32,586
- Total income / additions
- $636,709
- Benefits paid
- $377,936
- Administrative expenses
- $84,300
- Total expenses
- $462,236
- Net increase / (decrease)
- $174,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | CUSTODIAL | $56,189 | not reported in the loaded dataset |
| Accuserve | CLAIMS PROCESSING | $16,744 | not reported in the loaded dataset |
| Schneider, Larche, Haapala, & Co. | PLAN AUDITOR | $6,100 | not reported in the loaded dataset |
| Watkins, Ross, & Company | ACTUARY | $4,200 | not reported in the loaded dataset |