Essentra Usa Retirement Plan — Form 5500 plan (Essentra Holdings Corporation)
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, Essentra Usa Retirement Plan is a benefit plan reported by Essentra Holdings Corporation under EIN 54-1863320 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,002 participants and $42,175,741 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Essentra Holdings Corporation
- EIN
- 54-1863320
- Plan number
- 001
- Plan type
- 2
- Location
- Westchester, IL
- Latest filing year
- 2023
- Participants
- 1,002
- End-of-year plan assets
- $42,175,741
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,002 | H, C | 20250829112549NAL0011292017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,175,741
- Total liabilities (EOY)
- $56,862
- Net assets (EOY)
- $42,118,879
- Net assets (BOY)
- $42,319,138
Income & contributions
- Total contributions
- $0
- Total income / additions
- $5,095,101
Expenses & distributions
- Benefits paid
- $4,009,567
- Administrative expenses
- $1,285,793
- Total expenses
- $5,295,360
- Net increase / (decrease)
- -$200,259
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Hld LLC | INVESTMENT ADVISOR | $234,877 | $0 | 2023 |
| Aon Consulting | ACTUARY SERVICES | $140,771 | not reported in the loaded dataset | 2023 |
| First State Trust Company | SERVICE PROVIDER | $66,434 | $0 | 2023 |
| Williams Mullen | ATTORNEY | $21,161 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Essentra Holdings Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Westchester, IL
- Morgan Stanley Smith Barney Hld LLC — Schedule C compensation
- Aon Consulting — Schedule C compensation
- First State Trust Company — Schedule C compensation
- Williams Mullen — Schedule C compensation