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Original filing (PDF)20251015145138NAL0002605059001
AMCOR FLEXIBLES NORTH AMERICA, INC.
Form 5500
FILING_RECEIVED
BEMIS RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
714
Accounts w/ balance
—
Plan assets (EOY)
$194.9M
Net assets (EOY)
$189.9M
How this plan invests
This plan
9 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
55
Participation health
100
Knocking points off
- 61 bps in Schedule C fees — 508% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMCOR FLEXIBLES NORTH AMERICA, INC..
Plan sponsor
Name
AMCOR FLEXIBLES NORTH AMERICA, INC.
EIN
43-0178130
Address
2200 BADGER AVE · OSHKOSH, WI · 54904
Phone
(920) 527-5317
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
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1H · PBGC-terminated and closed out
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $392K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $325K | — |
| TOWERS WATSON INVESTMENT SVC INC. | 52-1868818 | — | NONE | $211K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $176K | — |
| FAEGRE DRINKER BIDDLE & REATH LLP | 41-0244008 | — | NONE | $44K | — |
| BAKER TILLY US, LLP | 39-0859910 | — | NONE | $15K | — |
| BLACKROCK INST. TRUST COMPANY N.A | 94-3112180 | — | NONE | $13K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $9K | — |
Investments
10 direct securities · 9 pooled funds· $286.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$188.1M
9 holdings
Uncategorized
$98.0M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONG CREDIT FUND TOWERS WATSON INVESTMENT SERVICES, INC · EIN 82-6695738 / PN 004 | Common Collective Trust | — | — | $55.6M | 28.5% | |
| NT COLTV GOVT SHORT TERM INVESTMENT NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $43.2M | 22.1% | |
| REAL ASSETS FUND TOWERS WATSON INVESTMENT SERVICES, INC · EIN 82-6695738 / PN 005 | Common Collective Trust | — | — | $31.8M | 16.3% | |
| IR+M LONG CORPORATE COLLECTIVE FUND | — | — | — | $30.7M | 15.8% | |
| SSGA INTERMED U.S. GOVT BOND INDX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 144 | Common Collective Trust | — | — | $28.9M | 14.8% | |
| WTC-CIF II US INV GRADE CORP LONG B | — | — | — | $21.9M | 11.2% | |
| 3-10 YEAR U.S. TREASURY INDX NL FUN | — | — | — | $16.2M | 8.3% | |
| SSGA LONG US GOVT BOND NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 142 | Common Collective Trust | — | — | $13.5M | 6.9% | |
| LONG U.S. TREASURY INDX NL FUND CM | — | — | — | $13.4M | 6.9% | |
| 1-3 YEAR U.S. TREASURY INDX NL FUND | — | — | — | $12.2M | 6.2% | |
| BLACKROCK TREASURY U.S. 10 YEAR KEY BLACKROCK INSTITUTIONAL TRUST COMPANY NA · EIN 47-4226866 / PN 001 | Common Collective Trust | — | — | $4.9M | 2.5% | |
| BLACKROCK TREASURY U.S. 5 YEAR KEY BLACKROCK INSTITUTIONAL TRUST COMPANY NA · EIN 47-4104495 / PN 001 | Common Collective Trust | — | — | $4.6M | 2.4% | |
| BLACKROCK TREASURY U.S. 15 YEAR KEY BLACKROCK INSTITUTIONAL TRUST COMPANY NA · EIN 45-3856099 / PN 001 | Common Collective Trust | — | — | $3.6M | 1.9% | |
| BLACKROCK TREASURY U.S. 20 YEAR KEY BLACKROCK INSTITUTIONAL TRUST COMPANY NA · EIN 45-3856189 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.0% | |
| TREASURY US 20 YR KR DUR NL FUND | — | — | — | $1.7M | 0.9% | |
| TREASURY US 25+ YR KR DUR NL FUND | — | — | — | $1.3M | 0.7% | |
| 1-3 YEAR U.S. AGENCY INDX NL CTF | — | — | — | $256K | 0.1% | |
| 3-10 YEAR U.S. AGENCY INDX NL CTF | — | — | — | $242K | 0.1% | |
| LONG U.S. AGENCY INDX NL CTF CM2NN | — | — | — | $93K | <0.1% |