Essity North America Investment And Retirement Plan — Form 5500 plan (Essity North America)
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, Essity North America Investment And Retirement Plan is a benefit plan reported by Essity North America under EIN 23-3061590 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,210 participants and $903,315,573 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$903.3MPlan net assets, end of year$903,315,573
Participants6.2KCovered participants reported6,210
Assets / participant$145.5KComputed: assets ÷ participants$145,461 (computed)
Provider compensation$243.2K2 Schedule C provider row(s)$243,220
- Plan sponsor
- Essity North America
- EIN
- 23-3061590
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,210 | H, C | 20241010103821NAL0011380307001 |
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)$903.3M total assets
Net assets$903.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $903,315,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $903,315,573
- Net assets (BOY)
- $801,165,348
Income & contributions
- Employer contributions
- $27,624,614
- Participant contributions
- $27,129,228
- Total contributions
- $56,421,029
- Total income / additions
- $188,102,061
Expenses & distributions
- Benefits paid
- $85,713,788
- Administrative expenses
- $228,400
- Total expenses
- $85,951,836
- Net increase / (decrease)
- $102,150,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $171,298 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $71,922 | $0 | 2023 |