Amcor 401(K) Plan For Bargaining Unit Employees — Form 5500 plan (Amcor Flexibles North America, 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, Amcor 401(K) Plan For Bargaining Unit Employees is a benefit plan reported by Amcor Flexibles North America, Inc. under EIN 43-0178130 and plan number 007. The latest loaded filing year is 2023. The filing reports 2,453 participants and $120,440,258 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amcor Flexibles North America, Inc.
EIN
43-0178130
Plan number
007
Plan type
2
Location
Oshkosh, WI
Latest filing year
2023
Participants
2,453
End-of-year plan assets
$120,440,258

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,453H, C20241011120704NAL0036864032001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$120,440,258
Total liabilities (EOY)
$0
Net assets (EOY)
$120,440,258
Net assets (BOY)
$103,322,997

Income & contributions

Employer contributions
-$856
Participant contributions
$10,088,602
Total contributions
$10,164,379
Total income / additions
$27,404,476

Expenses & distributions

Benefits paid
$10,090,581
Administrative expenses
$195,092
Total expenses
$10,287,215
Net increase / (decrease)
$17,117,261

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCNONE$100,893not reported in the loaded dataset2023
Empower Annuity Insurance Company ONONE$85,933$02023
Capfinancial Partners LLC Dba CaptrNONE$7,666not reported in the loaded dataset2023

Related Form 5500 pages