Donnelley Financial Savings Plan — Form 5500 plan (Donnelley Financial, LLC)
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, Donnelley Financial Savings Plan is a benefit plan reported by Donnelley Financial, LLC under EIN 13-2618477 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,456 participants and $475,439,064 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$475.3MPlan net assets, end of year$475,341,125
Participants5.5KCovered participants reported5,456
Assets / participant$87.1KComputed: assets ÷ participants$87,141 (computed)
Provider compensation$409K2 Schedule C provider row(s)$408,958
- Plan sponsor
- Donnelley Financial, LLC
- EIN
- 13-2618477
- Plan number
- 003
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,456 | H, C | 20241007191917NAL0016650721001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$475.4M total assets
Net assets$475.3MLiabilities$97.9K
Full reported line items
Net assets
- Total assets (EOY)
- $475,439,064
- Total liabilities (EOY)
- $97,939
- Net assets (EOY)
- $475,341,125
- Net assets (BOY)
- $436,284,856
Income & contributions
- Employer contributions
- $4,941,431
- Participant contributions
- $15,906,000
- Total contributions
- $22,827,369
- Total income / additions
- $92,481,605
Expenses & distributions
- Benefits paid
- $52,918,062
- Administrative expenses
- $377,697
- Total expenses
- $53,425,336
- Net increase / (decrease)
- $39,056,269
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
24%76%
Employer 24%Participant 76%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $311,044 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $97,914 | not reported in the loaded dataset | 2023 |