2023 Form 5500 filing — Employee Savings Plan For Evergreen Packaging
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 20241015183425NAL0030640961001) for Employee Savings Plan For Evergreen Packaging, reported by Evergreen Packaging LLC under EIN 20-8042663 and plan number 007. It reports 4,154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015183425NAL0030640961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evergreen Packaging LLC
- EIN
- 20-8042663
- Plan number
- 007
- Location
- Lake Forest, IL
- Participants
- 4,154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $362,312,443
- Total liabilities (EOY)
- $1,989
- Net assets (EOY)
- $362,310,454
- Employer contributions
- $10,392,240
- Participant contributions
- $15,825,746
- Total income / additions
- $84,253,906
- Benefits paid
- $78,745,918
- Administrative expenses
- $370,890
- Total expenses
- $79,134,614
- Net increase / (decrease)
- $5,119,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $363,222 | $4,783 |
| Crowe Llp | ACCOUNTANT | $0 | $22,470 |
| Lpl Financial | INVESTMENT MANAGEMENT | $0 | $20,904 |
| Edelman Financial Engines, LLC | INV ADV, PARTICIPANTS | $7,668 | not reported in the loaded dataset |