S.D. Warren Company Employees Retirement Plan Trust — Form 5500 plan (Sappi North America, 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, S.D. Warren Company Employees Retirement Plan Trust is a benefit plan reported by Sappi North America, Inc. under EIN 23-2366983 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $187,785,388 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sappi North America, Inc.
- EIN
- 23-2366983
- Plan number
- 001
- Plan type
- 4
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $187,785,388
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241009151441NAL0009342083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $187,785,388
- Total liabilities (EOY)
- $105,339
- Net assets (EOY)
- $187,680,049
- Net assets (BOY)
- $173,318,334
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $18,641,789
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $517,616
- Total expenses
- $517,616
- Net increase / (decrease)
- $18,124,173
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mellon Capital | INVESTMENT MANAGER | $150,217 | $0 | 2023 |
| Silchester International Investors | INVESTMENT MANAGER | $82,691 | $0 | 2023 |
| Income Research & Management | INVESTMENT MANAGER | $35,464 | not reported in the loaded dataset | 2023 |
| Times Square Capital Management | INVESTMENT MANAGER | $3,207 | $0 | 2023 |
| Legal & General Investment Mgmt | INVESTMENT ADVISOR | $0 | $0 | 2023 |
| Wellington Management | INVESTMENT ADVISOR | $0 | $0 | 2023 |
| State Street Global Advisors | INVESTMENT MANAGER | $0 | $0 | 2023 |
| New England Pension Consultants | CONSULTANT | $0 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management LLC | INVESTMENT MANAGER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sappi North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Mellon Capital — Schedule C compensation
- Silchester International Investors — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Times Square Capital Management — Schedule C compensation
- Legal & General Investment Mgmt — Schedule C compensation
- Wellington Management — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Pacific Investment Management LLC — Schedule C compensation