Pregis LLC Retirement And Savings Plan — Form 5500 plan (Pregis LLC)
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, Pregis LLC Retirement And Savings Plan is a benefit plan reported by Pregis LLC under EIN 20-3103585 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,197 participants and $162,262,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pregis LLC
- EIN
- 20-3103585
- Plan number
- 001
- Plan type
- 2
- Location
- Bannockburn, IL
- Latest filing year
- 2023
- Participants
- 3,197
- End-of-year plan assets
- $162,262,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,197 | H, C | 20240806165452NAL0002742113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $162,262,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $162,262,854
- Net assets (BOY)
- $131,564,668
Income & contributions
- Employer contributions
- $5,183,719
- Participant contributions
- $12,839,864
- Total contributions
- $18,990,985
- Total income / additions
- $43,166,160
Expenses & distributions
- Benefits paid
- $14,513,091
- Administrative expenses
- $301,464
- Total expenses
- $14,878,450
- Net increase / (decrease)
- $28,287,710
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $167,465 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $52,254 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $47,988 | not reported in the loaded dataset | 2023 |
| Legacy | ACCOUNTANT/AUDITOR | $23,904 | not reported in the loaded dataset | 2023 |
| Benesch | ATTORNEY/LEGAL | $9,853 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pregis LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Bannockburn, IL
- Cbiz Investment Advisory Services — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Legacy — Schedule C compensation
- Benesch — Schedule C compensation