Upm-Kymmene, Inc. Salaried Employees 401(K) Retirement Plan — Form 5500 plan (Upm-Kymmene, Inc.)

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, Upm-Kymmene, Inc. Salaried Employees 401(K) Retirement Plan is a benefit plan reported by Upm-Kymmene, Inc. under EIN 13-2938476 and plan number 003. The latest loaded filing year is 2023. The filing reports 293 participants and $122,733,088 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Upm-Kymmene, Inc.
EIN
13-2938476
Plan number
003
Plan type
2
Location
Naperville, IL
Latest filing year
2023
Participants
293
End-of-year plan assets
$122,733,088

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023293H, C20240820164828NAL0002922241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$122,733,088
Total liabilities (EOY)
$0
Net assets (EOY)
$122,733,088
Net assets (BOY)
$114,070,969

Income & contributions

Employer contributions
$1,647,251
Participant contributions
$1,683,830
Total contributions
$3,424,960
Total income / additions
$19,624,924

Expenses & distributions

Benefits paid
$10,922,865
Administrative expenses
$39,940
Total expenses
$10,962,805
Net increase / (decrease)
$8,662,119

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory GroupNONE$36,000not reported in the loaded dataset2023
Minnesota Life Insurance CompanyNONE$3,940$02023

Related Form 5500 pages