International Paper Co Ret Acct - Small Co Pool — Form 5500 plan (International Paper Company)
Plain-English plan 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, International Paper Co Ret Acct - Small Co Pool is a benefit plan reported by International Paper Company under EIN 13-0872805 and plan number 223. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $379,672,091 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Paper Company
- EIN
- 13-0872805
- Plan number
- 223
- Plan type
- 4
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $379,672,091
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015163100NAL0029112961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $379,672,091
- Total liabilities (EOY)
- $1,017,511
- Net assets (EOY)
- $378,654,580
- Net assets (BOY)
- $568,728,028
Income & contributions
- Total contributions
- $0
- Total income / additions
- $57,458,752
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,702,445
- Total expenses
- $1,702,445
- Net increase / (decrease)
- $55,756,307
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Artisan Partners | NONE | $332,246 | $0 | 2023 |
| Kestrel Investment | NONE | $305,445 | not reported in the loaded dataset | 2023 |
| Hood River Capital Management | NONE | $279,533 | not reported in the loaded dataset | 2023 |
| Wellington Management | NONE | $275,811 | $0 | 2023 |
| Shapiro Capital Mgmt | NONE | $266,602 | $0 | 2023 |
| Blackrock | NONE | $146,364 | $0 | 2023 |
| State Street Bank | NONE | $54,966 | $0 | 2023 |
| International Paper | SELF | $21,793 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $646 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Paper Company
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Artisan Partners — Schedule C compensation
- Kestrel Investment — Schedule C compensation
- Hood River Capital Management — Schedule C compensation
- Wellington Management — Schedule C compensation
- Shapiro Capital Mgmt — Schedule C compensation
- Blackrock — Schedule C compensation
- State Street Bank — Schedule C compensation
- International Paper — Schedule C compensation
- State Street Global Advisors — Schedule C compensation