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Sponsor portfolioTH

SAPPI NORTH AMERICA, INC.

EIN 23-2366983-paper & forest products-Latest filing 2025
Plans
7
Retirement
6
$983.0M assets
Welfare
1
$7.0M premiums
Participants
9,328
255 STATE STREET, 4TH FLOOR - BOSTON, MA 02109617-423-7300LinkedIn1001-5000 employeespaper & forest products
Plans on this EIN
7 filings
#005401k-$405.4M - 1,060 part#006401k-$306.3M - 1,589 part#037TraditionalDB-$85.4M - 603 part#036TraditionalDB-$73.1M - 855 part#004TraditionalDB-$71.7M - 871 part#035TraditionalDB-$41.1M - 335 part#532Mixed-$7.0M - 3,972 lives

Retirement portfolio analytics

6 plans aggregated / $983.0M assets / 5,313 participants

Assets by plan

Share of aggregate retirement assets

41%top
  • SALARIED INVESTMENT PLAN (#005)41%
  • HOURLY INVESTMENT PLAN (#006)31%
  • FOR SALARIED EMPLOYEES (#037)9%
  • EMPLOYEES' RETIREMENT PLAN (#036)7%
  • FOR HOURLY EMPLOYEES (#004)7%
  • +1 more
Total $983.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
72%top
  • THE VANGUARD GROUP, INC.72%
  • (Not disclosed)28%
Total $983.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOURLY INVESTMENT PLAN (#006)1,589
  • SALARIED INVESTMENT PLAN (#005)1,060
  • FOR HOURLY EMPLOYEES (#004)871
  • EMPLOYEES' RETIREMENT PLAN (#036)855
  • FOR SALARIED EMPLOYEES (#037)603
  • EMPLOYEES' RETIREMENT PLAN (#035)335
Total 5,313Click row to drill in

Benefits portfolio analytics

1 plan / $7.0M premiums / 3,972 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.7M
  • Life$3.4M
  • Short-term disability$3.4M
  • Long-term disability$3.4M
  • Health$2.9M
  • Prescription drug$2.9M
  • +1 more
Total $7.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • HARTFORD LIFE AND ACCIDENT49%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY42%
  • EYEMED VISION CARE4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • KATHLEEN GREER ASSOCIATES1%
Total $7.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • GALLAGHER BENEFIT SERVICES, INC.59%
  • CHRISTINE M. MCCULLUGH41%
Total $80K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

SAPPI NORTH AMERICA, INC. SALARIED INVESTMENT PLAN

401k

Assets$405.4M
Participants1,060
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

SAPPI NORTH AMERICA, INC. HOURLY INVESTMENT PLAN

401k

Assets$306.3M
Participants1,589
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#037

SAPPI NORTH AMERICA, INC. RETIREMENT PLAN FOR SALARIED EMPLOYEES

TraditionalDB

Assets$85.4M
Participants603
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#036

SAPPI NORTH AMERICA, INC. CENTRAL MILLS EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$73.1M
Participants855
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SAPPI NORTH AMERICA, INC. RETIREMENT PLAN FOR HOURLY EMPLOYEES

TraditionalDB

Assets$71.7M
Participants871
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#035

SAPPI NORTH AMERICA, INC. CUMBERLAND MILLS HOURLY EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$41.1M
Participants335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#532

SAPPI NORTH AMERICA, INC. WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$7.0M
Covered lives3,972
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans6

Plan #NameTypeAssetsParticipantsLatest year
005SAPPI NORTH AMERICA, INC. SALARIED INVESTMENT PLAN401k$405.4M1,0602025
006SAPPI NORTH AMERICA, INC. HOURLY INVESTMENT PLAN401k$306.3M1,5892025
037SAPPI NORTH AMERICA, INC. RETIREMENT PLAN FOR SALARIED EMPLOYEESTraditionalDB$85.4M6032024
036SAPPI NORTH AMERICA, INC. CENTRAL MILLS EMPLOYEES' RETIREMENT PLANTraditionalDB$73.1M8552024
004SAPPI NORTH AMERICA, INC. RETIREMENT PLAN FOR HOURLY EMPLOYEESTraditionalDB$71.7M8712024
035SAPPI NORTH AMERICA, INC. CUMBERLAND MILLS HOURLY EMPLOYEES' RETIREMENT PLANTraditionalDB$41.1M3352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
532SAPPI NORTH AMERICA, INC. WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$7.0M3,9722025
Retirement plans
Welfare plans
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