Essendant Union Employees' Pension Plan — Form 5500 plan (Essendant Co.)
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, Essendant Union Employees' Pension Plan is a benefit plan reported by Essendant Co. under EIN 36-2431718 and plan number 009. The latest loaded filing year is 2023. The filing reports 1,286 participants and $57,011,985 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Essendant Co.
- EIN
- 36-2431718
- Plan number
- 009
- Plan type
- 2
- Location
- Deerfield, IL
- Latest filing year
- 2023
- Participants
- 1,286
- End-of-year plan assets
- $57,011,985
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,286 | H, C | 20250718082554NAL0000643875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,011,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,011,985
- Net assets (BOY)
- $61,195,744
Income & contributions
- Total contributions
- $0
- Total income / additions
- $7,781,034
Expenses & distributions
- Benefits paid
- $11,454,084
- Administrative expenses
- $510,709
- Total expenses
- $11,964,793
- Net increase / (decrease)
- -$4,183,759
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| October Three Consulting LLC | NONE | $260,394 | not reported in the loaded dataset | 2023 |
| Aon Hewitt | NONE | $56,308 | not reported in the loaded dataset | 2023 |
| Principal | NONE | $45,825 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | NONE | $19,425 | not reported in the loaded dataset | 2023 |
| Vedder Price Pc | NONE | $6,740 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Essendant Co.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Deerfield, IL
- October Three Consulting LLC — Schedule C compensation
- Aon Hewitt — Schedule C compensation
- Principal — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Vedder Price Pc — Schedule C compensation