2023 Form 5500 filing — Pca Master Retirement Trust
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 20240919142207NAL0008419904001) for Pca Master Retirement Trust, reported by Packaging Corporation Of America under EIN 14-1896937 and plan number 002. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919142207NAL0008419904001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Packaging Corporation Of America
- EIN
- 14-1896937
- Plan number
- 002
- Location
- Lake Forest, IL
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,162,112,581
- Total liabilities (EOY)
- $508,199
- Net assets (EOY)
- $1,161,604,382
- Total income / additions
- $118,978,788
- Benefits paid
- $0
- Administrative expenses
- $3,191,422
- Total expenses
- $3,191,422
- Net increase / (decrease)
- $115,787,366
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legal & General Investment | NONE | $457,389 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $340,116 | not reported in the loaded dataset |
| The Northern Trust Company | TRUSTEE | $284,132 | $0 |
| Nisa Investment Advisors L.L.C. | NONE | $145,649 | not reported in the loaded dataset |
| State Street Research & Management | NONE | $11,142 | not reported in the loaded dataset |