2023 Form 5500 filing — Bemis 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 20241014092605NAL0026904449001) for Bemis Retirement Plan, reported by Amcor Flexibles North America, Inc. under EIN 43-0178130 and plan number 001. It reports 2,987 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092605NAL0026904449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amcor Flexibles North America, Inc.
- EIN
- 43-0178130
- Plan number
- 001
- Location
- Oshkosh, WI
- Participants
- 2,987
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $250,797,286
- Total liabilities (EOY)
- $13,437,628
- Net assets (EOY)
- $237,359,658
- Total income / additions
- $5,939,014
- Benefits paid
- $17,779,738
- Administrative expenses
- $1,471,417
- Total expenses
- $19,251,155
- Net increase / (decrease)
- -$13,312,141
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $447,004 | not reported in the loaded dataset |
| Towers Watson Investment Svc Inc. | NONE | $255,991 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $106,293 | $0 |
| Transamerica Retirement Solutions | NONE | $53,558 | $0 |
| State Street Global Advisors | NONE | $14,770 | $0 |
| Baker Tilly Us, Llp | NONE | $13,775 | not reported in the loaded dataset |
| Blackrock Inst. Trust Company N.A | NONE | $12,998 | not reported in the loaded dataset |
| Faegre Drinker Biddle & Reath Llp | NONE | $12,400 | not reported in the loaded dataset |