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Original filing (PDF)20251015143135NAL0009747394001
CLEARWATER PAPER CORPORATION
Form 5500
FILING_RECEIVED
CLEARWATER PAPER SALARIED RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
100% in single holding
Active participants
71
Accounts w/ balance
—
Plan assets (EOY)
$111.5M
Net assets (EOY)
$111.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "[DFE: CLEARWATER PAPER CORPORATION RETIREMENT PLANS MASTER TRUST (extraction pending)]" is 100% of plan.
- 33 bps in Schedule C fees — 234% above peer band of 10 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEARWATER PAPER CORPORATION.
Plan sponsor
Name
CLEARWATER PAPER CORPORATION
EIN
20-3594554
Address
601 WEST RIVERSIDE AVE, SUITE 1100 · SPOKANE, WA · 992010644
Phone
(509) 344-5900
Industry
Manufacturingsee all
Plan administrator
Name
CLEARWATER PAPER BENEFITS COMMITEE
EIN
45-2696011
City
SPOKANE, WA
Phone
(509) 344-5911
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
1I · Frozen plan — no new benefit accrual
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER US INC. | 13-2834414 | — | NONE | $241K | — |
| MILLIMAN, INC | 91-0675641 | — | NONE | $70K | — |
| U.S. BANK | 41-6271370 | — | NONE | $42K | — |
| LBMC, PC | 62-1199757 | — | NONE | $20K | — |
Investments
1 pooled fund· $111.5M(100% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CLEARWATER RET PLANS MASTER TRUST CLEARWATER PAPER CORPORATION · EIN 20-3594554 / PN 051 | Master Trust | — | — | $111.5M | 100.0% |