2023 Form 5500 filing — Aptargroup, Inc. Employees' Retirement 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 20240918062549NAL0004158705001) for Aptargroup, Inc. Employees' Retirement Plan, reported by Aptargroup, Inc. under EIN 36-3853103 and plan number 001. It reports 2,433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918062549NAL0004158705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aptargroup, Inc.
- EIN
- 36-3853103
- Plan number
- 001
- Location
- Crystal Lake, IL
- Participants
- 2,433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $173,327,841
- Total liabilities (EOY)
- $36,205
- Net assets (EOY)
- $173,291,636
- Total income / additions
- $20,774,883
- Benefits paid
- $9,623,007
- Administrative expenses
- $952,716
- Total expenses
- $10,575,723
- Net increase / (decrease)
- $10,199,160
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Chase | NONE | $272,869 | not reported in the loaded dataset |
| Deloitte | NONE | $150,330 | not reported in the loaded dataset |
| Principal | NONE | $66,567 | $0 |
| Marquette Associates | NONE | $44,375 | not reported in the loaded dataset |
| Income Research & Management | NONE | $31,724 | not reported in the loaded dataset |
| Acadian | NONE | $30,883 | not reported in the loaded dataset |
| Bdo Usa, P.C. | NONE | $28,735 | not reported in the loaded dataset |
| Sidley | NONE | $10,869 | not reported in the loaded dataset |