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Original filing (PDF)20251013153936NAL0000776803001
ESSITY NORTH AMERICA INC.
Form 5500
FILING_RECEIVED
ESSITY NORTH AMERICA HRLY PENSION PLAN FOR COLLECTIVELY BARGAINED EES AT MENASHA AND NEENAH
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
225
Accounts w/ balance
—
Plan assets (EOY)
$147.9M
Net assets (EOY)
$147.9M
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)
88
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: VANGUARD FIDUCIARY TRUST COMPANY LONG-TERM INVESTMENT GRADE TRUST (extraction pending)]" is 100% of plan.
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
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
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1B · Flat-dollar DB formula
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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $88K | — |
| CONRAD SIEGEL | 23-1669823 | — | NONE | $61K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $40K | — |
Investments
1 pooled fund· $58.5M(40% 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 |
|---|---|---|---|---|---|---|
| VFTC LONG-TERM INVESTMENT GRADE TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6546303 / PN 001 | Common Collective Trust | — | — | $58.5M | 39.5% |