Pca Master Retirement Trust — Form 5500 plan (Packaging Corporation Of America)

Plain-English plan 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, Pca Master Retirement Trust is a benefit plan reported by Packaging Corporation Of America under EIN 14-1896937 and plan number 002. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,162,112,581 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Packaging Corporation Of America
EIN
14-1896937
Plan number
002
Plan type
4
Location
Lake Forest, IL
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$1,162,112,581

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240919142207NAL0008419904001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,162,112,581
Total liabilities (EOY)
$508,199
Net assets (EOY)
$1,161,604,382
Net assets (BOY)
$1,055,317,797

Income & contributions

Total contributions
$0
Total income / additions
$118,978,788

Expenses & distributions

Benefits paid
$0
Administrative expenses
$3,191,422
Total expenses
$3,191,422
Net increase / (decrease)
$115,787,366

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Legal & General InvestmentNONE$457,389not reported in the loaded dataset2023
Wellington Trust CompanyNONE$340,116not reported in the loaded dataset2023
The Northern Trust CompanyTRUSTEE$284,132$02023
Nisa Investment Advisors L.L.C.NONE$145,649not reported in the loaded dataset2023
State Street Research & ManagementNONE$11,142not reported in the loaded dataset2023

Related Form 5500 pages