Dixon Ticonderoga Company Union Employees Retirement Plan #2 — Form 5500 plan (Dixon Ticonderoga 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, Dixon Ticonderoga Company Union Employees Retirement Plan #2 is a benefit plan reported by Dixon Ticonderoga Company under EIN 23-0973760 and plan number 017. The latest loaded filing year is 2023. The filing reports 375 participants and $29,999,862 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dixon Ticonderoga Company
- EIN
- 23-0973760
- Plan number
- 017
- Plan type
- 2
- Location
- Appleton, WI
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $29,999,862
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20241014134439NAL0026307361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,999,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,999,862
- Net assets (BOY)
- $25,590,048
Income & contributions
- Employer contributions
- $723,953
- Participant contributions
- $954,609
- Total contributions
- $1,678,562
- Total income / additions
- $6,891,695
Expenses & distributions
- Benefits paid
- $2,378,756
- Administrative expenses
- $96,716
- Total expenses
- $2,481,881
- Net increase / (decrease)
- $4,409,814
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $87,111 | $0 | 2023 |
| Robert W Baird & Co Incorporated | BROKER/ADVISE R | $0 | $64,185 | 2023 |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $6,493 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,211 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dixon Ticonderoga Company
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Appleton, WI
- Empower Annuity Insurance Company — Schedule C compensation
- Robert W Baird & Co Incorporated — Schedule C compensation
- Blue Chip Retirement Plans, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation