Plan5500

Essentra Usa Deferred Savings 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 Deferred Savings Plan is a benefit plan reported by Essentra Holdings Corporation under EIN 54-1863320 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,857 participants and $118,989,065 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
002
Plan type
2
Location
Westchester, IL
Latest filing year
2023
Participants
1,857
End-of-year plan assets
$118,989,065

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,857H, C20250114095009NAL0011518131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$118,989,065
Total liabilities (EOY)
$23,107
Net assets (EOY)
$118,965,958
Net assets (BOY)
$117,055,893

Income & contributions

Employer contributions
$268,566
Participant contributions
$2,485,911
Total contributions
$3,119,415
Total income / additions
$22,878,975

Expenses & distributions

Benefits paid
$20,758,561
Administrative expenses
$210,349
Total expenses
$20,968,910
Net increase / (decrease)
$1,910,065

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$133,526$02023
Morgan StanleyNONE$40,605not reported in the loaded dataset2023
Vanguard Advisers Inc.NONE$38,613not reported in the loaded dataset2023

Related Form 5500 pages