Retirement plan

EASTMAN KODAK EMPLOYEES' SAVINGS AND INVESTMENT PLAN

Name: EASTMAN KODAK COMPANY - EASTMAN KODAK EMPLOYEES' SAVINGS AND INVESTMENT PLAN (2023) Form 5500
Creator: EASTMAN KODAK COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EASTMAN KODAK EMPLOYEES' SAVINGS AND INVESTMENT PLAN, EASTMAN KODAK COMPANY

EASTMAN KODAK COMPANYEIN 16-0417150Plan #002PY 2023

343 STATE STREET - ROCHESTER, NY 146500904585-724-4800kodak.comLinkedIn1001-5000 employeesconsumer goods

Other plans on this EIN

1 filing

#001Retirement-$3.49B assets

Prospect flagsHigh retiree %Low returnsHigh assets / participant

Top hat statement on fileNQDC

Filed July 14, 2006 (most recent of 20 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$2247.7M

-5.4% from 2022

Total participants

8,020

-16.9% from 2022

Average account balance

$288,276

+7.3% from 2022

Annual return

12.79%

+24.72 pp from 2022

Benchmarks

See 810 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort810 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.15B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$300K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

7,158

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

90.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11.80M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.62%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$66

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 9-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE ASSOCIATES, INC. Service code 15 · EIN 52-0556948	Recordkeeping	$313,185
NEPC, LLC8+ years Service code 16 · EIN 26-1429809	Consulting	$117,102
HARTER SECREST & EMERY LLP8+ years Service code 29 · EIN 16-0766172	Legal	$83,031
MERRILL LYNCH PIERCE FENNER & SMITH1 year Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085	Recordkeeping	$50,993
SIDLEY AUSTIN LLP8+ years Service code 29 · EIN 36-4474078	Legal	$50,254
INSERO & CO. CPAS, LLP7 years Service code 10 · EIN 47-5324570	Accounting	$50,025

Plan features & details

Pension benefit codes2E2F2G2J2R2S2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$665K

$329 / participant

Investment mgmt$117K17.6%
Legal$133K20.1%
Contract admin$364K54.8%
Other / not subdivided$50K7.5%

% of EOY assets

0.030%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: INSERO & CO. CPAS, LLP
Auditor EIN: 475324570
Audit fees: $50,025
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$288,276

$104,697+175.3%

$96,544+198.6%

$80,160+259.6%

Participation rate

89.0%

86.4%+2.6pp

76.0%+13.0pp

72.9%+16.0pp

Annual return

12.79%

21.78%-9.0pp

25.84%-13.1pp

40.38%-27.6pp

Employer contribution / active EE

$3,536-100.0%

$2,965-100.0%

$2,978-100.0%

Participant deferral / active EE

$5,907

$6,188-4.5%

$4,851+21.8%

$5,017+17.7%

Admin fee / account holder

$85

$107-20.1%

$8,252-99.0%

$145-41.2%

Provider

Service type

Compensation

T ROWE PRICE RPS INC7 years

Filed as: T ROWE PRICE ASSOCIATES, INC.

Service code 15 · EIN 52-0556948

Recordkeeping

$313,185

NEPC, LLC8+ years

Service code 16 · EIN 26-1429809

Consulting

$117,102

HARTER SECREST & EMERY LLP8+ years

Service code 29 · EIN 16-0766172

Legal

$83,031

MERRILL LYNCH PIERCE FENNER & SMITH1 year

Filed as: MERRILL LYNCH, PIERCE, FENNER AND S

Service code 15 · EIN 13-5674085

Recordkeeping

$50,993

SIDLEY AUSTIN LLP8+ years

Service code 29 · EIN 36-4474078

Legal

$50,254

INSERO & CO. CPAS, LLP7 years

Service code 10 · EIN 47-5324570

Accounting

$50,025

EASTMAN KODAK EMPLOYEES' SAVINGS AND INVESTMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EASTMAN KODAK EMPLOYEES' SAVINGS AND INVESTMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion