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Original filing (PDF)20251013092546NAL0002310066001
BILLERUD AMERICAS CORP
Form 5500
FILING_RECEIVED
BILLERUD AMERICAS CORPORATION EMPLOYEE PENSION PLAN
Defined-benefit pension plan
Signals · 1
74% in single holding
Active participants
533
Accounts w/ balance
—
Plan assets (EOY)
$336.4M
Net assets (EOY)
$335.9M
How this plan invests
This plan
5 pooled trusts
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Value" is 74% of plan.
- 39 bps in Schedule C fees — 287% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BILLERUD AMERICAS CORP.
Plan sponsor
Name
BILLERUD AMERICAS CORP
EIN
75-3217389
Address
10050 INNOVATION DRIVE · SUITE 200 · MIAMISBURG, OH · 45342
Phone
(937) 528-3608
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
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $377K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEPHENS CAPITAL MANAGEMENT | 71-0641478 | — | INVESTMENT ADVISOR | $350K | — |
| INDEPENDENT INSURANCE ANALYSTS LLC | 13-4206965 | — | CONSULTANT | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK SCHAFER HACKETT | 31-0800053 | — | AUDITOR | $39K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 13-4206965 | — | ACTUARY | $523K | — |
Investments
6 direct securities · 5 pooled funds· $452.2M(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
$452.0M
6 holdings
Common Collective Trust
$230K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Value | — | — | $263.9M | $333.3M | 99.1% | |
| Gain/(Loss) (h) Date | — | — | — | $48.0M | 14.3% | |
| Transaction Year Ended December 31, 2024 - (g) | — | — | $84.7M | $48.0M | 14.3% | |
| (i) Net 17,616,156 | — | — | $17.6M | $22.6M | 6.7% | |
| BLACKROCK SCNTFC ACT MSCI WRLD TILT BLACKROCK · EIN 47-4743900 / PN 001 | Common Collective Trust | — | — | $230K | <0.1% | |
| CurrentValue December 31, 2024 68,618 | — | — | $69K | $92K | <0.1% | |
| CurrentValue December 31, 2024 20,096 | — | — | $73K | $56K | <0.1% | |
| BLACKROCK RUSSELL 1000 BLACKROCK · EIN 94-6589508 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 2000 SEC LENDING BLACKROCK · EIN 45-3340411 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BNYM MELLON NSL ACWI EX-U.S. INSTL BNY MELLON · EIN 25-6078093 / PN 239 | Common Collective Trust | — | — | $0 | <0.1% | |
| BNYM MELLON NSL REIT INDEX INSTL BNY MELLON · EIN 25-6078093 / PN 185 | Common Collective Trust | — | — | $0 | <0.1% |