2023 Form 5500 filing — Employee 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 20241015183519NAL0050909744001) for Employee Savings Plan, reported by Pactiv Evergreen Services Inc. under EIN 27-0147082 and plan number 004. It reports 12,344 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015183519NAL0050909744001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pactiv Evergreen Services Inc.
- EIN
- 27-0147082
- Plan number
- 004
- Location
- Lake Forest, IL
- Participants
- 12,344
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $981,199,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $981,199,937
- Employer contributions
- $31,015,638
- Participant contributions
- $46,648,826
- Total income / additions
- $231,823,754
- Benefits paid
- $96,679,225
- Administrative expenses
- $1,078,779
- Total expenses
- $97,757,817
- Net increase / (decrease)
- $134,065,937
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,054,549 | $7,543 |
| Lpl Financial | INVESTMENT ADVISORY | $0 | $46,268 |
| Crowe Llp | ACCOUNTANT | $0 | $43,050 |
| Edelman Financial Engines, LLC | INV ADV, PARTICIPANTS | $24,230 | not reported in the loaded dataset |