Essentra Holdings Corp Pension Plan For Hourly Employees — 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 Holdings Corp Pension Plan For Hourly Employees is a benefit plan reported by Essentra Holdings Corporation under EIN 54-1863320 and plan number 005. The latest loaded filing year is 2023. The filing reports 268 participants and $20,018,480 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
- 005
- Plan type
- 2
- Location
- Westchester, IL
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $20,018,480
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20250829112329NAL0022145538001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,018,480
- Total liabilities (EOY)
- $108,386
- Net assets (EOY)
- $19,910,094
- Net assets (BOY)
- $20,278,022
Income & contributions
- Total contributions
- $0
- Total income / additions
- $2,228,361
Expenses & distributions
- Benefits paid
- $1,900,225
- Administrative expenses
- $696,064
- Total expenses
- $2,596,289
- Net increase / (decrease)
- -$367,928
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting | ACTUARY SERVICES | $215,622 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney Hld LLC | INVESTMENT ADVISOR | $111,871 | $0 | 2023 |
| First State Trust Company | TRUSTEE | $28,523 | $0 | 2023 |
| Williams Mullen | ATTORNEY | $27,737 | not reported in the loaded dataset | 2023 |
| Keiter Stephens Hurst Gary Shreaves | AUDITOR | $8,325 | 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
- Aon Consulting — Schedule C compensation
- Morgan Stanley Smith Barney Hld LLC — Schedule C compensation
- First State Trust Company — Schedule C compensation
- Williams Mullen — Schedule C compensation
- Keiter Stephens Hurst Gary Shreaves — Schedule C compensation