Aptargroup, Inc. Employees' Retirement Plan — Form 5500 plan (Aptargroup, Inc.)
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, Aptargroup, Inc. Employees' Retirement Plan is a benefit plan reported by Aptargroup, Inc. under EIN 36-3853103 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,433 participants and $173,327,841 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aptargroup, Inc.
- EIN
- 36-3853103
- Plan number
- 001
- Plan type
- 2
- Location
- Crystal Lake, IL
- Latest filing year
- 2023
- Participants
- 2,433
- End-of-year plan assets
- $173,327,841
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,433 | H, C | 20240918062549NAL0004158705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $173,327,841
- Total liabilities (EOY)
- $36,205
- Net assets (EOY)
- $173,291,636
- Net assets (BOY)
- $163,092,476
Income & contributions
- Total contributions
- $0
- Total income / additions
- $20,774,883
Expenses & distributions
- Benefits paid
- $9,623,007
- Administrative expenses
- $952,716
- Total expenses
- $10,575,723
- Net increase / (decrease)
- $10,199,160
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Chase | NONE | $272,869 | not reported in the loaded dataset | 2023 |
| Deloitte | NONE | $150,330 | not reported in the loaded dataset | 2023 |
| Principal | NONE | $66,567 | $0 | 2023 |
| Marquette Associates | NONE | $44,375 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $31,724 | not reported in the loaded dataset | 2023 |
| Acadian | NONE | $30,883 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $28,735 | not reported in the loaded dataset | 2023 |
| Sidley | NONE | $10,869 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aptargroup, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Crystal Lake, IL
- Jpmorgan Chase — Schedule C compensation
- Deloitte — Schedule C compensation
- Principal — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Acadian — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Sidley — Schedule C compensation