Bemis Retirement Plan — Form 5500 plan (Amcor Flexibles North America, Inc.)
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, Bemis Retirement Plan is a benefit plan reported by Amcor Flexibles North America, Inc. under EIN 43-0178130 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,987 participants and $250,797,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amcor Flexibles North America, Inc.
- EIN
- 43-0178130
- Plan number
- 001
- Plan type
- 2
- Location
- Oshkosh, WI
- Latest filing year
- 2023
- Participants
- 2,987
- End-of-year plan assets
- $250,797,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,987 | H, C | 20241014092605NAL0026904449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $250,797,286
- Total liabilities (EOY)
- $13,437,628
- Net assets (EOY)
- $237,359,658
- Net assets (BOY)
- $250,671,799
Income & contributions
- Total contributions
- $0
- Total income / additions
- $5,939,014
Expenses & distributions
- Benefits paid
- $17,779,738
- Administrative expenses
- $1,471,417
- Total expenses
- $19,251,155
- Net increase / (decrease)
- -$13,312,141
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $447,004 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Svc Inc. | NONE | $255,991 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $106,293 | $0 | 2023 |
| Transamerica Retirement Solutions | NONE | $53,558 | $0 | 2023 |
| State Street Global Advisors | NONE | $14,770 | $0 | 2023 |
| Baker Tilly Us, Llp | NONE | $13,775 | not reported in the loaded dataset | 2023 |
| Blackrock Inst. Trust Company N.A | NONE | $12,998 | not reported in the loaded dataset | 2023 |
| Faegre Drinker Biddle & Reath Llp | NONE | $12,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amcor Flexibles North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Oshkosh, WI
- Willis Towers Watson Us LLC — Schedule C compensation
- Towers Watson Investment Svc Inc. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Blackrock Inst. Trust Company N.A — Schedule C compensation
- Faegre Drinker Biddle & Reath Llp — Schedule C compensation