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).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$162.3MReported net assets$162,262,854
Participants3.2K3,197
Provider compensation$301.5K5 Schedule C row(s)$301,464
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240806165452NAL0002742113001
- Plan sponsor
- Pregis LLC
- EIN
- 20-3103585
- Plan number
- 001
- Location
- Bannockburn, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$162.3M total assets
Net assets$162.3MLiabilities$0
Full reported line items
- 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
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 |