Union Amcor Investment Profit Sharing Plan — 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, Union Amcor Investment Profit Sharing Plan is a benefit plan reported by Amcor Flexibles North America, Inc. under EIN 43-0178130 and plan number 009. The latest loaded filing year is 2023. The filing reports 817 participants and $10,268,828 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.3MPlan net assets, end of year$10,268,828
Participants817Covered participants reported
Assets / participant$12.6KComputed: assets ÷ participants$12,569 (computed)
Provider compensation$4.9K1 Schedule C provider row(s)$4,868
- Plan sponsor
- Amcor Flexibles North America, Inc.
- EIN
- 43-0178130
- Plan number
- 009
- Plan type
- 2
- Location
- Oshkosh, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 817 | H, C | 20241011121130NAL0022716865001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.3M total assets
Net assets$10.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,268,828
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,268,828
- Net assets (BOY)
- $8,478,970
Income & contributions
- Employer contributions
- $904,409
- Participant contributions
- $0
- Total contributions
- $904,409
- Total income / additions
- $2,361,189
Expenses & distributions
- Benefits paid
- $565,868
- Administrative expenses
- $5,463
- Total expenses
- $571,331
- Net increase / (decrease)
- $1,789,858
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 100%Participant 0%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $4,868 | not reported in the loaded dataset | 2023 |