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Original filing (PDF)20251013132409NAL0003026338001
INTERNATIONAL PAPER COMPANY
Form 5500
FILING_RECEIVED
INTERNATIONAL PAPER COMPANY COMBINED DEFINED CONTRIBUTION TRUST FUND - RICS
Pooled investment trust — a fund that other plans invest in — not a participant plan
Signals · 1
~45332 bps in Sched C fees
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$923K
Net assets (EOY)
$0
How this plan invests
2 plans
invest in this fund
This trust
pooled vehicle
Underlying securities
on this filing
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
Master trust / DFE filing
Pooled investment vehicle
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Pooled assets (EOY)
$923K
Net assets (EOY)
$0
Participating plans
2
latest filings citing this trust
Cited interest
$0
across citing plans' latest filings
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL PAPER COMPANY.
Plan sponsor
Name
INTERNATIONAL PAPER COMPANY
EIN
13-0872805
Address
6400 POPLAR AVENUE · MEMPHIS, TN · 38197
Phone
(901) 419-9000
Plan administrator
Name
SVP - HUMAN RESOURCES INTERNATIONAL PAPER COMPANY
EIN
13-2912565
City
MEMPHIS, TN
Phone
(901) 419-9000
Plan characteristics
Plan number
216
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK AND TRUST COMPANY | 04-1867445 | — | NONE | $4.1M | — |
| INTERNATIONAL PAPER COMPANY | 13-0872805 | — | EMPLOYER | $58K | — |
Investments
41 pooled funds· $0(0% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| CORE BOND FUND JPMORGAN CHASE BANK, N.A. · EIN 20-3847783 / PN 001 | Common Collective Trust | $0 | <0.1% |
| BOND FUND T. ROWE PRICE TRUST COMPANY · EIN 01-0970991 / PN 001 | Common Collective Trust | $0 | <0.1% |
| CORPORATE HIGH YIELD FUND JPMORGAN CHASE BANK, N.A. · EIN 13-3869666 / PN 001 | Common Collective Trust | $0 | <0.1% |
| EQUITY INDEX FUND JPMORGAN CHASE BANK, N.A. · EIN 20-2266703 / PN 001 | Common Collective Trust | $0 | <0.1% |
| EMERGING MARKETS FIXED INCOME FUND JPMORGAN CHASE BANK, N.A. · EIN 13-3774061 / PN 001 | Common Collective Trust | $0 | <0.1% |
| EMERGING MARKETS FOCUSED FUND JPMORGAN CHASE BANK, N.A. · EIN 13-4179575 / PN 001 | Common Collective Trust | $0 | <0.1% |
| HIGH YIELD FUND JPMORGAN CHASE BANK, N.A. · EIN 20-4786224 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FLOATING RATE INCOME FUND JPMORGAN CHASE BANK, N.A. · EIN 46-3412352 / PN 001 | Common Collective Trust | $0 | <0.1% |
| VALUE PLUS FUND JPMORGAN CHASE BANK, N.A. · EIN 13-7275156 / PN 001 | Common Collective Trust | $0 | <0.1% |
| GLOBAL SELECT EQUITY FUND JPMORGAN CHASE BANK, N.A. · EIN 82-2394528 / PN 001 | Common Collective Trust | $0 | <0.1% |
| REAL ESTATE FUND T. ROWE PRICE TRUST COMPANY · EIN 52-2070587 / PN 001 | Common Collective Trust | $0 | <0.1% |
| CORE BOND PLUS JPMORGAN CHASE BANK, N.A. · EIN 81-2849512 / PN 001 | Common Collective Trust | $0 | <0.1% |
| LIQUIDITY FUND JPMORGAN CHASE BANK, N.A. · EIN 13-6285055 / PN 001 | Common Collective Trust | $0 | <0.1% |
| EMERGING MARKETS RES JPMORGAN CHASE BANK, N.A. · EIN 83-1362114 / PN 001 | Common Collective Trust | $0 | <0.1% |
| MID CAP CORE FUND JPMORGAN CHASE BANK, N.A. · EIN 45-5488675 / PN 001 | Common Collective Trust | $0 | <0.1% |
| GLOBAL EMERGING MARKETS OPPORTUNITI JPMORGAN CHASE BANK, N.A. · EIN 46-2537381 / PN 001 | Common Collective Trust | $0 | <0.1% |
| MORTGAGE PRIVATE PLACEMENT FUND JPMORGAN CHASE BANK, N.A. · EIN 13-6038769 / PN 001 | Common Collective Trust | $0 | <0.1% |
| US SMALL CAP EQUITY FUND JPMORGAN CHASE BANK, N.A. · EIN 13-3759757 / PN 001 | Common Collective Trust | $0 | <0.1% |
| EUROPE DYNAMIC HEDGED EQUITY FUND JPMORGAN CHASE BANK, N.A. · EIN 47-2802690 / PN 001 | Common Collective Trust | $0 | <0.1% |
| STRATEGIC PROPERTY FUND JPMORGAN CHASE BANK, N.A. · EIN 13-6038770 / PN 001 | Common Collective Trust | $0 | <0.1% |
| U S REAL ESTATE SECURITIES FUND JPMORGAN CHASE BANK, N.A. · EIN 13-3966500 / PN 001 | Common Collective Trust | $0 | <0.1% |
| US ACTIVE CORE EQUITY FUND JPMORGAN CHASE BANK, N.A. · EIN 13-4043928 / PN 001 | Common Collective Trust | $0 | <0.1% |
| INSTL COM TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 001 | Common Collective Trust | $0 | <0.1% |
| US ALL CAP GROWTH FUND JPMORGAN CHASE BANK, N.A. · EIN 26-3467461 / PN 001 | Common Collective Trust | $0 | <0.1% |
| US ALL CAP VALUE FUND JPMORGAN CHASE BANK, N.A. · EIN 26-3467496 / PN 001 | Common Collective Trust | $0 | <0.1% |
| US VALUE EQUITY FUND T. ROWE PRICE TRUST COMPANY · EIN 38-7010951 / PN 001 | Common Collective Trust | $0 | <0.1% |
| US SMALL CAP CORE FUND T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | $0 | <0.1% |
| EMERGING MARKETS EQUITY FUND JPMORGAN CHASE BANK, N.A. · EIN 13-3635124 / PN 001 | Common Collective Trust | $0 | <0.1% |
| INTERNATIONAL FOCUS FUND JPMORGAN CHASE BANK, N.A. · EIN 84-3233691 / PN 001 | Common Collective Trust | $0 | <0.1% |
| STABLE VALUE FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | $0 | <0.1% |
| BLUE CHIP GROWTH FUND T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 001 | Common Collective Trust | $0 | <0.1% |
| JPM EUROPE DYNAMIC HEDGE EQUITY LIQ JPMORGAN CHASE BANK, N.A. · EIN 47-2802690 / PN 001 | Common Collective Trust | $0 | <0.1% |
| EMERGING MARKETS FUND T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | $0 | <0.1% |
| INTERNATIONAL CORE EQUITY FUND T. ROWE PRICE TRUST COMPANY · EIN 32-6200430 / PN 001 | Common Collective Trust | $0 | <0.1% |
| US TREASURY MONEY MARKET FUND T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 001 | Common Collective Trust | $0 | <0.1% |
| US HIGH YIELD FUND T. ROWE PRICE TRUST COMPANY · EIN 86-1658048 / PN 001 | Common Collective Trust | $0 | <0.1% |
| US MID CAP GROWTH FUND T. ROWE PRICE TRUST COMPANY · EIN 35-2425738 / PN 001 | Common Collective Trust | $0 | <0.1% |
| US MID CAP VALUE FUND T. ROWE PRICE TRUST COMPANY · EIN 35-6941663 / PN 001 | Common Collective Trust | $0 | <0.1% |
| EMERGING COMMINGLED PENSION TR FD JPMORGAN CHASE BANK, N.A. · EIN 84-3233691 / PN 001 | Common Collective Trust | $0 | <0.1% |
| JPMCB EAFE EQUITY FUND JPMORGAN CHASE BANK, N.A. · EIN 81-5213748 / PN 001 | Common Collective Trust | $0 | <0.1% |
| INTERNATIONAL ADVANTAGE IN LIQUIDAT JPMORGAN CHASE BANK, N.A. · EIN 20-8243427 / PN 001 | Common Collective Trust | $0 | <0.1% |