2023 Form 5500 filing — Tetra Pak Retirement 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 20241015151227NAL0058354466001) for Tetra Pak Retirement Savings Plan, reported by Tetra Pak, Inc. under EIN 75-1537534 and plan number 010. It reports 1,955 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151227NAL0058354466001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tetra Pak, Inc.
- EIN
- 75-1537534
- Plan number
- 010
- Location
- Vernon Hills, IL
- Participants
- 1,955
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $437,434,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $437,434,020
- Employer contributions
- $18,442,759
- Participant contributions
- $14,594,609
- Total income / additions
- $95,402,368
- Benefits paid
- $40,792,120
- Administrative expenses
- $375,305
- Total expenses
- $41,222,322
- Net increase / (decrease)
- $54,180,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services | NONE | $254,049 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $94,388 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $21,939 | not reported in the loaded dataset |