Plan5500

Tetra Pak Retirement Savings Plan — Form 5500 plan (Tetra Pak, 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, Tetra Pak Retirement Savings Plan is a benefit plan reported by Tetra Pak, Inc. under EIN 75-1537534 and plan number 010. The latest loaded filing year is 2023. The filing reports 1,955 participants and $437,434,020 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tetra Pak, Inc.
EIN
75-1537534
Plan number
010
Plan type
2
Location
Vernon Hills, IL
Latest filing year
2023
Participants
1,955
End-of-year plan assets
$437,434,020

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,955H, C20241015151227NAL0058354466001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$437,434,020
Total liabilities (EOY)
$0
Net assets (EOY)
$437,434,020
Net assets (BOY)
$383,253,974

Income & contributions

Employer contributions
$18,442,759
Participant contributions
$14,594,609
Total contributions
$34,780,785
Total income / additions
$95,402,368

Expenses & distributions

Benefits paid
$40,792,120
Administrative expenses
$375,305
Total expenses
$41,222,322
Net increase / (decrease)
$54,180,046

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan ServicesNONE$254,049not reported in the loaded dataset2023
Morgan StanleyNONE$94,388not reported in the loaded dataset2023
Willis Towers Watson Us LLCNONE$21,939not reported in the loaded dataset2023

Related Form 5500 pages