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Original filing (PDF)20240913152254NAL0011857953001
VERITIV CORPORATION
Form 5500
FILING_RECEIVED
VERITIV MASTER TRUST
Employee benefit plan
Signals · 2
~977 bps in Sched C fees7 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
Plan health score (directional)
85
/ 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
90
Knocking points off
- 977 bps in Schedule C fees — 3271% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERITIV CORPORATION.
Plan sponsor
Name
VERITIV CORPORATION
EIN
93-3906835
Address
1000 ABERNATHY RD. NE BUILDING 400 · SUITE 1700 · ATLANTA, GA · 30328
Phone
(770) 447-9000
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-12-01
Tax period
2023-11-30
Filed
2024-09-13
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | NONE | $729K | — |
| AON INVESTMENTS USA INC | 36-3109431 | — | NONE | $76K | — |
| SEYFARTH SHAW LLP | 36-2152202 | — | NONE | $69K | — |
| BENNETT THRASHER LLP | 58-1673613 | — | NONE | $57K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $24K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | NONE | $23K | — |
| VANGUARD FIDUCIARY TRUST COMPANY | 23-3008021 | — | NONE | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.