2023 Form 5500 filing — Essentra Holdings Corp Pension Plan For Hourly Employees
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 20250829112329NAL0022145538001) for Essentra Holdings Corp Pension Plan For Hourly Employees, reported by Essentra Holdings Corporation under EIN 54-1863320 and plan number 005. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250829112329NAL0022145538001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Essentra Holdings Corporation
- EIN
- 54-1863320
- Plan number
- 005
- Location
- Westchester, IL
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,018,480
- Total liabilities (EOY)
- $108,386
- Net assets (EOY)
- $19,910,094
- Total income / additions
- $2,228,361
- Benefits paid
- $1,900,225
- Administrative expenses
- $696,064
- Total expenses
- $2,596,289
- Net increase / (decrease)
- -$367,928
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | ACTUARY SERVICES | $215,622 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney Hld LLC | INVESTMENT ADVISOR | $111,871 | $0 |
| First State Trust Company | TRUSTEE | $28,523 | $0 |
| Williams Mullen | ATTORNEY | $27,737 | not reported in the loaded dataset |
| Keiter Stephens Hurst Gary Shreaves | AUDITOR | $8,325 | not reported in the loaded dataset |