2023 Form 5500 filing — Pregis LLC Retirement And Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240806165452NAL0002742113001) for Pregis LLC Retirement And Savings Plan, reported by Pregis LLC under EIN 20-3103585 and plan number 001. It reports 3,197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806165452NAL0002742113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pregis LLC
- EIN
- 20-3103585
- Plan number
- 001
- Location
- Bannockburn, IL
- Participants
- 3,197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $162,262,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $162,262,854
- Employer contributions
- $5,183,719
- Participant contributions
- $12,839,864
- Total income / additions
- $43,166,160
- Benefits paid
- $14,513,091
- Administrative expenses
- $301,464
- Total expenses
- $14,878,450
- Net increase / (decrease)
- $28,287,710
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $167,465 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $52,254 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $47,988 | not reported in the loaded dataset |
| Legacy | ACCOUNTANT/AUDITOR | $23,904 | not reported in the loaded dataset |
| Benesch | ATTORNEY/LEGAL | $9,853 | not reported in the loaded dataset |