Employee Savings Plan For Evergreen Packaging — Form 5500 plan (Evergreen Packaging LLC)
Plain-English plan 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, Employee Savings Plan For Evergreen Packaging is a benefit plan reported by Evergreen Packaging LLC under EIN 20-8042663 and plan number 007. The latest loaded filing year is 2023. The filing reports 4,154 participants and $362,312,443 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evergreen Packaging LLC
- EIN
- 20-8042663
- Plan number
- 007
- Plan type
- 2
- Location
- Lake Forest, IL
- Latest filing year
- 2023
- Participants
- 4,154
- End-of-year plan assets
- $362,312,443
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,154 | H, C | 20241015183425NAL0030640961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $362,312,443
- Total liabilities (EOY)
- $1,989
- Net assets (EOY)
- $362,310,454
- Net assets (BOY)
- $368,201,580
Income & contributions
- Employer contributions
- $10,392,240
- Participant contributions
- $15,825,746
- Total contributions
- $28,383,489
- Total income / additions
- $84,253,906
Expenses & distributions
- Benefits paid
- $78,745,918
- Administrative expenses
- $370,890
- Total expenses
- $79,134,614
- Net increase / (decrease)
- $5,119,292
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $363,222 | $4,783 | 2023 |
| Crowe Llp | ACCOUNTANT | $0 | $22,470 | 2023 |
| Lpl Financial | INVESTMENT MANAGEMENT | $0 | $20,904 | 2023 |
| Edelman Financial Engines, LLC | INV ADV, PARTICIPANTS | $7,668 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evergreen Packaging LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lake Forest, IL
- Principal Life Insurance Company — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Edelman Financial Engines, LLC — Schedule C compensation