Quad/Graphics Diversified Plan — Form 5500 plan (Quad/Graphics, 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, Quad/Graphics Diversified Plan is a benefit plan reported by Quad/Graphics, Inc. under EIN 39-1152983 and plan number 003. The latest loaded filing year is 2023. The filing reports 17,930 participants and $2,067,141,728 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Quad/Graphics, Inc.
- EIN
- 39-1152983
- Plan number
- 003
- Plan type
- 2
- Location
- Sussex, WI
- Latest filing year
- 2023
- Participants
- 17,930
- End-of-year plan assets
- $2,067,141,728
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,930 | H, C | 20250430140729NAL0004006594001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,067,141,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,067,141,728
- Net assets (BOY)
- $1,966,133,945
Income & contributions
- Employer contributions
- $16,052,597
- Participant contributions
- $65,147,592
- Total contributions
- $86,326,930
- Total income / additions
- $369,053,502
Expenses & distributions
- Benefits paid
- $266,879,672
- Administrative expenses
- $1,350,746
- Total expenses
- $268,609,702
- Net increase / (decrease)
- $100,443,800
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | CUSTODIAN | $990,270 | $20,068 | 2023 |
| Allspring Global Investments | INVESTMENT MANAGEMENT | $0 | $638,767 | 2023 |
| Fiduciary Management Inc | INVESTMENT MANAGEMENT | $0 | $449,066 | 2023 |
| Pacific Investment Management Pimco | INVESTMENT MANAGEMENT | $0 | $327,168 | 2023 |
| Vaughan Nelson | INVESTMENT MANAGEMENT | $0 | $246,369 | 2023 |
| Polen Capital Mgmt LLC | INVESTMENT MANAGEMENT | $0 | $240,628 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $221,472 | $0 | 2023 |
| Beutel Goodman Company, Ltd | INVESTMENT MANAGEMENT | $0 | $213,242 | 2023 |
| Seizert Capital Partners LLC | INVESTMENT MANAGEMENT | $0 | $209,137 | 2023 |
| Nuveen Asset Management LLC | INVESTMENT MANAGEMENT | $0 | $175,483 | 2023 |
| Geneva Capital Management Ltd | INVESTMENT MANAGEMENT | $0 | $174,696 | 2023 |
| Summit Creek Advisors LLC | INVESTMENT MANAGEMENT | $0 | $140,727 | 2023 |
| Madison Investment Advisors | INVESTMENT MANAGEMENT | $0 | $122,591 | 2023 |
| Advisory Research, Inc. | INVESTMENT MANAGEMENT | $0 | $122,038 | 2023 |
| Andco Consulting, LLC | INVESTMENT ADVISORY | $96,000 | not reported in the loaded dataset | 2023 |
| Invesco Truct Co | INVESTMENT ADVISORY | $0 | $77,064 | 2023 |
| Lyrical Partners Lp | INVESTMENT MANAGEMENT | $0 | $65,650 | 2023 |
| Janus Capital Management | INVESTMENT MANAGEMENT | $0 | $53,430 | 2023 |
| Calamos Advisors LLC | INVESTMENT MANAGEMENT | $0 | $42,288 | 2023 |
| Foley & Lardner Llp | ACCOUNTANT | $19,956 | $7,696 | 2023 |
| Baker Tilly Us, Llp | ACCOUNTANT | $18,900 | $3,675 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Quad/Graphics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Sussex, WI
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Allspring Global Investments — Schedule C compensation
- Fiduciary Management Inc — Schedule C compensation
- Pacific Investment Management Pimco — Schedule C compensation
- Vaughan Nelson — Schedule C compensation
- Polen Capital Mgmt LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Beutel Goodman Company, Ltd — Schedule C compensation
- Seizert Capital Partners LLC — Schedule C compensation
- Nuveen Asset Management LLC — Schedule C compensation
- Geneva Capital Management Ltd — Schedule C compensation
- Summit Creek Advisors LLC — Schedule C compensation
- Madison Investment Advisors — Schedule C compensation
- Advisory Research, Inc. — Schedule C compensation
- Andco Consulting, LLC — Schedule C compensation
- Invesco Truct Co — Schedule C compensation
- Lyrical Partners Lp — Schedule C compensation
- Janus Capital Management — Schedule C compensation
- Calamos Advisors LLC — Schedule C compensation
- Foley & Lardner Llp — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation