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TETRA PAK RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTETRA PAK RETIREMENT SAVINGS PLAN
Plan identification number 010

TETRA PAK RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

TETRA PAK INC. has sponsored the creation of one or more 401k plans.

Company Name:TETRA PAK INC.
Employer identification number (EIN):751537534
NAIC Classification:322200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TETRA PAK RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0102022-01-01BRIANNA JOHNSON2023-09-24 WENDY HUMPHRIES2023-09-24
0102021-01-01BRIANNA JOHNSON2022-10-11 WENDY HUMPHRIES2022-10-10
0102020-01-01BRIANNA JOHNSON2021-10-10 JOAN DOBIAS-DAVIS2021-10-10
0102019-01-01ROBERTA LATORRACA MARTINS2020-10-12 ROBERTA LATORRACA MARTINS2020-10-12
0102018-01-01ROBERTA LATORRACA MARTINS2019-10-09 ROBERTA LATORRACA MARTINS2019-10-09
0102017-01-01
0102016-01-01
0102015-01-01KIM POHLSCHMIDT
0102014-01-01KIM POHLSCHMIDT
0102013-01-01NICOLE MANZO
0102012-01-01NICOLE MANZO
0102011-01-01SALLY PABIN
0102010-01-01JAMIE LAUBACH
0102009-01-01JAMIE LAUBACH BRENT ZUERCHER2010-10-15

Plan Statistics for TETRA PAK RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for TETRA PAK RETIREMENT SAVINGS PLAN

Measure Date Value
2022: TETRA PAK RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,869
Total number of active participants reported on line 7a of the Form 55002022-01-011,508
Number of retired or separated participants receiving benefits2022-01-01437
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-011,955
Number of participants with account balances2022-01-011,941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01112
2021: TETRA PAK RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,841
Total number of active participants reported on line 7a of the Form 55002021-01-011,458
Number of retired or separated participants receiving benefits2021-01-01398
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011,856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0113
Total participants2021-01-011,869
Number of participants with account balances2021-01-011,854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0174
2020: TETRA PAK RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,859
Total number of active participants reported on line 7a of the Form 55002020-01-011,474
Number of retired or separated participants receiving benefits2020-01-01360
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011,834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-011,841
Number of participants with account balances2020-01-011,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0155
2019: TETRA PAK RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,847
Total number of active participants reported on line 7a of the Form 55002019-01-011,527
Number of retired or separated participants receiving benefits2019-01-01325
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-011,859
Number of participants with account balances2019-01-011,788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0159
2018: TETRA PAK RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,790
Total number of active participants reported on line 7a of the Form 55002018-01-011,494
Number of retired or separated participants receiving benefits2018-01-01396
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-011,898
Number of participants with account balances2018-01-011,819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0168
2017: TETRA PAK RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,683
Total number of active participants reported on line 7a of the Form 55002017-01-011,453
Number of retired or separated participants receiving benefits2017-01-01332
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-011,790
Number of participants with account balances2017-01-011,711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0153
2016: TETRA PAK RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,680
Total number of active participants reported on line 7a of the Form 55002016-01-011,338
Number of retired or separated participants receiving benefits2016-01-01344
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,683
Number of participants with account balances2016-01-011,614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0149
2015: TETRA PAK RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,718
Total number of active participants reported on line 7a of the Form 55002015-01-011,335
Number of retired or separated participants receiving benefits2015-01-01343
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,680
Number of participants with account balances2015-01-011,633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0131
2014: TETRA PAK RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,693
Total number of active participants reported on line 7a of the Form 55002014-01-011,240
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01476
Total of all active and inactive participants2014-01-011,716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,716
Number of participants with account balances2014-01-011,666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0137
2013: TETRA PAK RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,694
Total number of active participants reported on line 7a of the Form 55002013-01-011,256
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01437
Total of all active and inactive participants2013-01-011,693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,693
Number of participants with account balances2013-01-011,629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0124
2012: TETRA PAK RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,614
Total number of active participants reported on line 7a of the Form 55002012-01-011,246
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01448
Total of all active and inactive participants2012-01-011,694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,694
Number of participants with account balances2012-01-011,593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: TETRA PAK RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,231
Total number of active participants reported on line 7a of the Form 55002011-01-011,192
Number of other retired or separated participants entitled to future benefits2011-01-01422
Total of all active and inactive participants2011-01-011,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,614
Number of participants with account balances2011-01-011,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: TETRA PAK RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,232
Total number of active participants reported on line 7a of the Form 55002010-01-01849
Number of other retired or separated participants entitled to future benefits2010-01-01382
Total of all active and inactive participants2010-01-011,231
Total participants2010-01-011,231
Number of participants with account balances2010-01-011,221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0117
2009: TETRA PAK RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,281
Total number of active participants reported on line 7a of the Form 55002009-01-01871
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01361
Total of all active and inactive participants2009-01-011,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,232
Number of participants with account balances2009-01-011,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on TETRA PAK RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : TETRA PAK RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-36,806,313
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$30,788,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$30,339,974
Expenses. Certain deemed distributions of participant loans2022-12-31$30,045
Value of total corrective distributions2022-12-31$35,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$30,497,877
Value of total assets at end of year2022-12-31$383,253,974
Value of total assets at beginning of year2022-12-31$450,848,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$382,603
Total interest from all sources2022-12-31$201,673
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$14,138,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$14,138,220
Administrative expenses professional fees incurred2022-12-31$49,420
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$6,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$13,237,539
Participant contributions at end of year2022-12-31$3,663,861
Participant contributions at beginning of year2022-12-31$3,734,119
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$310,927
Other income not declared elsewhere2022-12-31$819,529
Administrative expenses (other) incurred2022-12-31$243,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-67,594,865
Value of net assets at end of year (total assets less liabilities)2022-12-31$383,253,974
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$450,848,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$90,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$338,473,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$403,908,419
Interest on participant loans2022-12-31$200,159
Interest earned on other investments2022-12-31$1,514
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$43,206,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$41,116,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$-6,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-82,463,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$16,949,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$30,346,067
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS LLP.
Accountancy firm EIN2022-12-31440160260
2021 : TETRA PAK RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$81,024,705
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$21,769,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,370,106
Expenses. Certain deemed distributions of participant loans2021-12-31$30,045
Value of total corrective distributions2021-12-31$45,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$28,806,114
Value of total assets at end of year2021-12-31$450,848,839
Value of total assets at beginning of year2021-12-31$391,594,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$324,426
Total interest from all sources2021-12-31$214,953
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$23,869,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$23,869,843
Administrative expenses professional fees incurred2021-12-31$54,628
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$6,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$12,369,649
Participant contributions at end of year2021-12-31$3,734,119
Participant contributions at beginning of year2021-12-31$3,992,091
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$15
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$397,146
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$61,605
Administrative expenses (other) incurred2021-12-31$237,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$59,254,822
Value of net assets at end of year (total assets less liabilities)2021-12-31$450,848,839
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$391,594,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$31,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$403,908,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$345,927,489
Interest on participant loans2021-12-31$214,953
Value of interest in common/collective trusts at end of year2021-12-31$43,206,301
Value of interest in common/collective trusts at beginning of year2021-12-31$41,667,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$27,495,592
Net investment gain or loss from common/collective trusts2021-12-31$638,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$16,039,319
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$6,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$21,308,501
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS LLP.
Accountancy firm EIN2021-12-31440160260
2020 : TETRA PAK RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$79,275,075
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$32,612,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$32,198,405
Expenses. Certain deemed distributions of participant loans2020-12-31$30,045
Value of total corrective distributions2020-12-31$16,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$27,392,228
Value of total assets at end of year2020-12-31$391,594,017
Value of total assets at beginning of year2020-12-31$344,931,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$367,586
Total interest from all sources2020-12-31$258,362
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,685,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$11,685,259
Administrative expenses professional fees incurred2020-12-31$6,100
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$6,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$11,675,666
Participant contributions at end of year2020-12-31$3,992,091
Participant contributions at beginning of year2020-12-31$4,156,996
Participant contributions at end of year2020-12-31$15
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$737,688
Administrative expenses (other) incurred2020-12-31$233,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$46,662,134
Value of net assets at end of year (total assets less liabilities)2020-12-31$391,594,017
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$344,931,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$127,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$345,927,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$312,591,152
Interest on participant loans2020-12-31$258,362
Value of interest in common/collective trusts at end of year2020-12-31$41,667,431
Value of interest in common/collective trusts at beginning of year2020-12-31$28,183,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$39,240,898
Net investment gain or loss from common/collective trusts2020-12-31$698,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$14,978,874
Employer contributions (assets) at end of year2020-12-31$6,991
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$32,198,405
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31550160260
2019 : TETRA PAK RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$86,034,507
Total income from all sources (including contributions)2019-12-31$86,034,507
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$26,886,525
Total of all expenses incurred2019-12-31$26,886,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$26,496,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$26,496,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,383,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,383,937
Value of total assets at end of year2019-12-31$344,931,883
Value of total assets at end of year2019-12-31$344,931,883
Value of total assets at beginning of year2019-12-31$285,783,901
Value of total assets at beginning of year2019-12-31$285,783,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$389,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$389,611
Total interest from all sources2019-12-31$256,457
Total interest from all sources2019-12-31$256,457
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$14,241,217
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$14,241,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$14,241,217
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$14,241,217
Administrative expenses professional fees incurred2019-12-31$62,025
Administrative expenses professional fees incurred2019-12-31$62,025
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$6,000,000
Value of fidelity bond cover2019-12-31$6,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$10,518,932
Contributions received from participants2019-12-31$10,518,932
Participant contributions at end of year2019-12-31$4,156,996
Participant contributions at end of year2019-12-31$4,156,996
Participant contributions at beginning of year2019-12-31$4,319,554
Participant contributions at beginning of year2019-12-31$4,319,554
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,648,453
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,648,453
Administrative expenses (other) incurred2019-12-31$235,077
Administrative expenses (other) incurred2019-12-31$235,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$59,147,982
Value of net income/loss2019-12-31$59,147,982
Value of net assets at end of year (total assets less liabilities)2019-12-31$344,931,883
Value of net assets at end of year (total assets less liabilities)2019-12-31$344,931,883
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$285,783,901
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$285,783,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$92,509
Investment advisory and management fees2019-12-31$92,509
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$312,591,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$312,591,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$255,472,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$255,472,447
Interest on participant loans2019-12-31$256,457
Interest on participant loans2019-12-31$256,457
Value of interest in common/collective trusts at end of year2019-12-31$28,183,735
Value of interest in common/collective trusts at end of year2019-12-31$28,183,735
Value of interest in common/collective trusts at beginning of year2019-12-31$25,991,900
Value of interest in common/collective trusts at beginning of year2019-12-31$25,991,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$43,531,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$43,531,565
Net investment gain or loss from common/collective trusts2019-12-31$621,331
Net investment gain or loss from common/collective trusts2019-12-31$621,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$15,216,552
Contributions received in cash from employer2019-12-31$15,216,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$26,496,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$26,496,914
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD LLP
Accountancy firm name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : TETRA PAK RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$10,227,258
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$27,954,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$27,474,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$25,748,486
Value of total assets at end of year2018-12-31$285,783,901
Value of total assets at beginning of year2018-12-31$303,511,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$480,467
Total interest from all sources2018-12-31$236,315
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$14,254,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$14,254,645
Administrative expenses professional fees incurred2018-12-31$84,577
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$6,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,544,207
Participant contributions at end of year2018-12-31$4,319,554
Participant contributions at beginning of year2018-12-31$4,262,854
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,633,986
Administrative expenses (other) incurred2018-12-31$272,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-17,727,624
Value of net assets at end of year (total assets less liabilities)2018-12-31$285,783,901
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$303,511,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$123,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$255,472,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$273,905,316
Interest on participant loans2018-12-31$236,315
Value of interest in common/collective trusts at end of year2018-12-31$25,991,900
Value of interest in common/collective trusts at beginning of year2018-12-31$25,343,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-30,485,088
Net investment gain or loss from common/collective trusts2018-12-31$472,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$13,570,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$27,474,415
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD LLP
Accountancy firm EIN2018-12-31440160260
2017 : TETRA PAK RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$65,307,343
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$26,006,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$25,567,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$23,423,920
Value of total assets at end of year2017-12-31$303,511,525
Value of total assets at beginning of year2017-12-31$264,210,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$438,712
Total interest from all sources2017-12-31$205,768
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,867,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$9,867,784
Administrative expenses professional fees incurred2017-12-31$31,623
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$6,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,594,454
Participant contributions at end of year2017-12-31$4,262,854
Participant contributions at beginning of year2017-12-31$3,823,092
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$205,131
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,960,144
Administrative expenses (other) incurred2017-12-31$294,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$39,301,122
Value of net assets at end of year (total assets less liabilities)2017-12-31$303,511,525
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$264,210,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$112,164
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$273,905,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$232,637,599
Interest on participant loans2017-12-31$205,768
Value of interest in common/collective trusts at end of year2017-12-31$25,343,355
Value of interest in common/collective trusts at beginning of year2017-12-31$27,201,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$31,377,919
Net investment gain or loss from common/collective trusts2017-12-31$431,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$12,869,322
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$343,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$25,567,509
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD LLP
Accountancy firm EIN2017-12-31440160260
2016 : TETRA PAK RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$6,871,270
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$38,329,567
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$12,757,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,529,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$20,797,060
Value of total assets at end of year2016-12-31$264,210,403
Value of total assets at beginning of year2016-12-31$245,509,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$227,734
Total interest from all sources2016-12-31$179,778
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,629,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$8,629,419
Administrative expenses professional fees incurred2016-12-31$43,562
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$6,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,106,025
Participant contributions at end of year2016-12-31$3,823,092
Participant contributions at beginning of year2016-12-31$3,877,460
Participant contributions at end of year2016-12-31$205,131
Participant contributions at beginning of year2016-12-31$84,799
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$699,995
Administrative expenses (other) incurred2016-12-31$184,172
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$25,572,296
Value of net assets at end of year (total assets less liabilities)2016-12-31$264,210,403
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$245,509,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$232,637,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$219,844,865
Interest on participant loans2016-12-31$179,778
Value of interest in common/collective trusts at end of year2016-12-31$27,201,174
Value of interest in common/collective trusts at beginning of year2016-12-31$21,593,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,374,716
Net investment gain or loss from common/collective trusts2016-12-31$348,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$11,991,040
Employer contributions (assets) at end of year2016-12-31$343,407
Employer contributions (assets) at beginning of year2016-12-31$108,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,529,537
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD LLP
Accountancy firm EIN2016-12-31440160260
2015 : TETRA PAK RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$361,782
Total income from all sources (including contributions)2015-12-31$18,373,381
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$24,078,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$23,788,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,392,568
Value of total assets at end of year2015-12-31$245,509,377
Value of total assets at beginning of year2015-12-31$251,575,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$289,442
Total interest from all sources2015-12-31$186,767
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$12,382,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$12,382,416
Administrative expenses professional fees incurred2015-12-31$137,533
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$6,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$8,087,509
Participant contributions at end of year2015-12-31$3,877,460
Participant contributions at beginning of year2015-12-31$3,893,864
Participant contributions at end of year2015-12-31$84,799
Participant contributions at beginning of year2015-12-31$251,851
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$111,208
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$443,564
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$361,782
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$8,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,704,770
Value of net assets at end of year (total assets less liabilities)2015-12-31$245,509,377
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$251,214,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$151,909
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$219,844,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$211,261,546
Interest on participant loans2015-12-31$186,767
Value of interest in common/collective trusts at end of year2015-12-31$21,593,546
Value of interest in common/collective trusts at beginning of year2015-12-31$35,318,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,302,781
Net investment gain or loss from common/collective trusts2015-12-31$-285,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$11,193,851
Employer contributions (assets) at end of year2015-12-31$108,707
Employer contributions (assets) at beginning of year2015-12-31$398,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$23,788,709
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD LLP
Accountancy firm EIN2015-12-31440160260
2014 : TETRA PAK RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$361,782
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$30,555,553
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$16,845,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,648,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,071,434
Value of total assets at end of year2014-12-31$251,575,929
Value of total assets at beginning of year2014-12-31$237,504,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$197,443
Total interest from all sources2014-12-31$182,037
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$13,921,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$13,921,691
Administrative expenses professional fees incurred2014-12-31$97,129
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$6,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,795,846
Participant contributions at end of year2014-12-31$3,893,864
Participant contributions at beginning of year2014-12-31$3,330,261
Participant contributions at end of year2014-12-31$251,851
Participant contributions at beginning of year2014-12-31$267,420
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$245,193
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$443,564
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$48,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$361,782
Total non interest bearing cash at end of year2014-12-31$8,107
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$13,709,845
Value of net assets at end of year (total assets less liabilities)2014-12-31$251,214,147
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$237,504,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$100,314
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$211,261,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$199,958,991
Interest on participant loans2014-12-31$182,037
Value of interest in common/collective trusts at end of year2014-12-31$35,318,621
Value of interest in common/collective trusts at beginning of year2014-12-31$33,509,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-3,119,333
Net investment gain or loss from common/collective trusts2014-12-31$499,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$11,030,395
Employer contributions (assets) at end of year2014-12-31$398,376
Employer contributions (assets) at beginning of year2014-12-31$389,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,648,265
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD LLP
Accountancy firm EIN2014-12-31440160260
2013 : TETRA PAK RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$164,491
Total income from all sources (including contributions)2013-12-31$53,008,053
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$14,712,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,527,005
Value of total corrective distributions2013-12-31$14,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$18,137,144
Value of total assets at end of year2013-12-31$237,504,302
Value of total assets at beginning of year2013-12-31$199,373,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$171,088
Total interest from all sources2013-12-31$157,124
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,412,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$7,412,058
Administrative expenses professional fees incurred2013-12-31$109,758
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$6,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,448,165
Participant contributions at end of year2013-12-31$3,330,261
Participant contributions at beginning of year2013-12-31$3,022,815
Participant contributions at end of year2013-12-31$267,420
Participant contributions at beginning of year2013-12-31$239,520
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$472,092
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$48,063
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$307,151
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$164,491
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$8,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$38,295,772
Value of net assets at end of year (total assets less liabilities)2013-12-31$237,504,302
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$199,208,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$46,465
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$199,958,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$163,064,591
Interest on participant loans2013-12-31$157,124
Value of interest in common/collective trusts at end of year2013-12-31$33,509,692
Value of interest in common/collective trusts at beginning of year2013-12-31$32,347,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$27,387,651
Net investment gain or loss from common/collective trusts2013-12-31$-85,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$10,216,887
Employer contributions (assets) at end of year2013-12-31$389,875
Employer contributions (assets) at beginning of year2013-12-31$382,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,527,005
Contract administrator fees2013-12-31$14,865
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WOLF & COMPANY LLP
Accountancy firm EIN2013-12-31362985665
2012 : TETRA PAK RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$164,491
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,076,366
Total income from all sources (including contributions)2012-12-31$37,826,975
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$15,703,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,526,106
Value of total corrective distributions2012-12-31$560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$16,128,176
Value of total assets at end of year2012-12-31$199,373,021
Value of total assets at beginning of year2012-12-31$178,161,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$176,924
Total interest from all sources2012-12-31$169,382
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,744,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,744,551
Administrative expenses professional fees incurred2012-12-31$54,440
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$6,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,729,621
Participant contributions at end of year2012-12-31$3,022,815
Participant contributions at beginning of year2012-12-31$3,247,221
Participant contributions at end of year2012-12-31$239,520
Participant contributions at beginning of year2012-12-31$250,275
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$199,737
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$307,151
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$164,491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,076,366
Total non interest bearing cash at end of year2012-12-31$8,474
Total non interest bearing cash at beginning of year2012-12-31$1,076,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$22,123,385
Value of net assets at end of year (total assets less liabilities)2012-12-31$199,208,530
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$177,085,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$101,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$163,064,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$143,600,537
Interest on participant loans2012-12-31$169,382
Value of interest in common/collective trusts at end of year2012-12-31$32,347,524
Value of interest in common/collective trusts at beginning of year2012-12-31$29,625,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$14,913,909
Net investment gain or loss from common/collective trusts2012-12-31$870,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$9,198,818
Employer contributions (assets) at end of year2012-12-31$382,946
Employer contributions (assets) at beginning of year2012-12-31$345,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,526,106
Contract administrator fees2012-12-31$21,219
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WOLF & COMPANY LLP
Accountancy firm EIN2012-12-31362985665
2011 : TETRA PAK RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$14,934,609
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,076,366
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,118
Total income from all sources (including contributions)2011-12-31$10,767,901
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$15,553,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,483,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$15,090,595
Value of total assets at end of year2011-12-31$178,161,511
Value of total assets at beginning of year2011-12-31$166,944,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$69,652
Total interest from all sources2011-12-31$180,797
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,510,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,510,939
Administrative expenses professional fees incurred2011-12-31$31,220
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$6,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,300,154
Participant contributions at end of year2011-12-31$3,247,221
Participant contributions at beginning of year2011-12-31$2,349,014
Participant contributions at end of year2011-12-31$250,275
Participant contributions at beginning of year2011-12-31$241,943
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$159,601
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9,809
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$142,498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,076,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$8,118
Administrative expenses (other) incurred2011-12-31$19,966
Total non interest bearing cash at end of year2011-12-31$1,076,993
Total non interest bearing cash at beginning of year2011-12-31$12,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,785,402
Value of net assets at end of year (total assets less liabilities)2011-12-31$177,085,145
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$166,935,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$18,466
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$143,600,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$138,421,631
Interest on participant loans2011-12-31$180,797
Value of interest in common/collective trusts at end of year2011-12-31$29,625,089
Value of interest in common/collective trusts at beginning of year2011-12-31$25,385,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-9,446,304
Net investment gain or loss from common/collective trusts2011-12-31$1,431,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$8,630,840
Employer contributions (assets) at end of year2011-12-31$345,067
Employer contributions (assets) at beginning of year2011-12-31$383,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,483,651
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WOLF & COMPANY LLP
Accountancy firm EIN2011-12-31362985665
2010 : TETRA PAK RETIREMENT SAVINGS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,118
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$933
Total income from all sources (including contributions)2010-12-31$30,978,074
Total of all expenses incurred2010-12-31$8,785,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,697,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,597,504
Value of total assets at end of year2010-12-31$166,944,056
Value of total assets at beginning of year2010-12-31$144,743,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$87,770
Total interest from all sources2010-12-31$164,219
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,084,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,084,781
Administrative expenses professional fees incurred2010-12-31$37,614
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$6,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,526,175
Participant contributions at end of year2010-12-31$2,349,014
Participant contributions at beginning of year2010-12-31$2,608,876
Participant contributions at end of year2010-12-31$241,943
Participant contributions at beginning of year2010-12-31$220,583
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$17,426
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$142,498
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$337,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$8,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$933
Administrative expenses (other) incurred2010-12-31$12,976
Total non interest bearing cash at end of year2010-12-31$12,916
Total non interest bearing cash at beginning of year2010-12-31$412,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$22,193,071
Value of net assets at end of year (total assets less liabilities)2010-12-31$166,935,938
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$144,742,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$37,180
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$138,421,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$117,466,658
Interest on participant loans2010-12-31$164,216
Value of interest in common/collective trusts at end of year2010-12-31$25,385,576
Value of interest in common/collective trusts at beginning of year2010-12-31$23,353,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$13,242,859
Net investment gain or loss from common/collective trusts2010-12-31$888,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$8,053,903
Employer contributions (assets) at end of year2010-12-31$383,404
Employer contributions (assets) at beginning of year2010-12-31$344,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,697,233
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WOLF & COMPANY LLP
Accountancy firm EIN2010-12-31362985665
2009 : TETRA PAK RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TETRA PAK RETIREMENT SAVINGS PLAN

2022: TETRA PAK RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TETRA PAK RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TETRA PAK RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TETRA PAK RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TETRA PAK RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TETRA PAK RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TETRA PAK RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TETRA PAK RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TETRA PAK RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TETRA PAK RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TETRA PAK RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TETRA PAK RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TETRA PAK RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TETRA PAK RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896905087
Policy instance 1
Insurance contract or identification number896905087
Number of Individuals Covered266
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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