Back to filter
Original filing (PDF)20251013153754NAL0003405170001
ESSITY NORTH AMERICA INC.
Form 5500
FILING_RECEIVED
ESSITY NORTH AMERICA DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Signals · 1
35% in single holding
Active participants
67
Accounts w/ balance
—
Plan assets (EOY)
$35.3M
Net assets (EOY)
$35.3M
How this plan invests
This plan
1 pooled trust
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
82
Total plan cost
80
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Vanguard Intermediate-Term Investment Grade Fund" is 35% of plan.
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESSITY NORTH AMERICA INC..
Plan sponsor
Name
ESSITY NORTH AMERICA INC.
EIN
23-3061590
Address
2929 ARCH STREET · PHILADELPHIA, PA · 191042858
Phone
(610) 499-3410
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONRAD SIEGEL | 23-1669823 | — | NONE | $59K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $40K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $26K | — |
Investments
5 direct securities · 1 pooled fund· $35.2M(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.
Uncategorized
$28.3M
5 holdings
Common Collective Trust
$6.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Investment Grade Fund | — | — | $12.3M | $12.5M | 35.4% | |
| Vanguard Short-Term Investment Grade Fund | — | — | $7.0M | $7.2M | 20.5% | |
| VFTC LONG-TERM INVESTMENT GRADE TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6546303 / PN 001 | Common Collective Trust | — | $7.5M | $6.9M | 19.6% | |
| Vanguard Long-Term Treasury Index Fund | — | — | $7.5M | $5.1M | 14.6% | |
| Vanguard Total Stock Market Index Fund | — | — | $1.1M | $2.6M | 7.5% | |
| Vanguard Developed Markets Index Fund | — | — | $682K | $856K | 2.4% |