R.R. Donnelley & Sons Company Retiree Welfare Benefits Plan — Form 5500 plan (R. R. Donnelley & Sons 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, R.R. Donnelley & Sons Company Retiree Welfare Benefits Plan is a benefit plan reported by R. R. Donnelley & Sons Company under EIN 36-1004130 and plan number 512. The latest loaded filing year is 2023. The filing reports 9,658 participants and $178,627,585 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R. R. Donnelley & Sons Company
- EIN
- 36-1004130
- Plan number
- 512
- Plan type
- 2
- Location
- Warrenville, IL
- Latest filing year
- 2023
- Participants
- 9,658
- End-of-year plan assets
- $178,627,585
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,658 | H, C | 20260324165114NAL0003293856001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $178,627,585
- Total liabilities (EOY)
- $10,086,428
- Net assets (EOY)
- $168,541,157
- Net assets (BOY)
- $205,709,981
Income & contributions
- Participant contributions
- $3,467,058
- Total contributions
- $3,477,330
- Total income / additions
- $52,451,958
Expenses & distributions
- Benefits paid
- $62,819,094
- Administrative expenses
- $26,801,688
- Total expenses
- $89,620,782
- Net increase / (decrease)
- -$37,168,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudental Insurance Co. | NONE | $14,362,957 | $0 | 2023 |
| Prudential Insurance Company | NONE | $2,951,089 | not reported in the loaded dataset | 2023 |
| Bswift LLC | NONE | $653,009 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $241,074 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Company | NONE | $182,284 | $0 | 2023 |
| Prudential Insuarnce Co. | NONE | $165,197 | $0 | 2023 |
| Northern Trust Company | NONE | $41,802 | $0 | 2023 |
| Baker Tilly Us, Llp | NONE | $27,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for R. R. Donnelley & Sons Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Warrenville, IL
- Prudental Insurance Co. — Schedule C compensation
- Prudential Insurance Company — Schedule C compensation
- Bswift LLC — Schedule C compensation
- Mercer — Schedule C compensation
- Prudential Insuarnce Co. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation