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Original filing (PDF)20251001065231NAL0005803891001
APTARGROUP, INC.
Form 5500
FILING_RECEIVED
APTARGROUP, INC. EMPLOYEES' RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
1,230
Accounts w/ balance
—
Plan assets (EOY)
$189.4M
Net assets (EOY)
$189.3M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 28 bps in Schedule C fees — 182% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APTARGROUP, INC..
Plan sponsor
Name
APTARGROUP, INC.
EIN
36-3853103
Address
265 EXCHANGE DR, SUITE 301 · CRYSTAL LAKE, IL · 600149695
Phone
(815) 477-0424
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
1A · Pay-related DB formula
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE | 13-4994650 | — | NONE | $179K | — |
| DELOITTE | 13-5133500 | — | NONE | $133K | — |
| PRINCIPAL | 42-0127290 | — | NONE | $70K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $43K | — |
| ACADIAN | 26-2107163 | — | NONE | $36K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $35K | — |
| INCOME RESEARCH & MANAGEMENT | 27-1803513 | — | NONE | $33K | — |
| SIDLEY | 90-0619567 | — | NONE | $6K | — |
Investments
12 direct securities· $178.9M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Mutual Fund | — | — | $14.7M | $32.6M | 17.2% | |
| Vanguard Total Intl Stock Index Mutual Fund | — | — | $19.0M | $22.6M | 11.9% | |
| Parametric Defensive Equity Fund Hedged Equity | — | — | $4.9M | $19.8M | 10.4% | |
| IR&M Core Bond Fund II Limited Liability Co | — | — | $14.1M | $16.8M | 8.9% | |
| Baird Aggregate Bond Fund Mutual Fund | — | — | $17.3M | $15.6M | 8.2% | |
| JPMorgan IIF ERISA LP Limited Partnership | — | — | $14.2M | $13.4M | 7.1% | |
| Vanguard LT Corp Bond ETF Mutual Fund | — | — | $15.1M | $12.9M | 6.8% | |
| LSV Conservative Value Equity Mutual Fund | — | — | $11.9M | $12.7M | 6.7% | |
| Acadian Global Mgd Vol Eq Fd Limited Liability Co | — | — | $5.7M | $11.7M | 6.2% | |
| Vanguard Extended Market Index Mutual Fund | — | — | $5.7M | $10.4M | 5.5% | |
| ARA Core Property Fund LP Limited Partnership | — | — | $7.5M | $7.4M | 3.9% | |
| Allspring Government Money Market Fund Mutual Fund | — | — | $3.0M | $3.0M | 1.6% |