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Original filing (PDF)20250714171715NAL0000844803001
INTERTAPE POLYMER CORP.
Form 5500
FILING_RECEIVED
INTERTAPE POLYMER CORP. MENASHA UNION PENSION PLAN
Defined-benefit pension plan
Signals · 1
~996 bps in Sched C fees
Active participants
32
Accounts w/ balance
0
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 996 bps in Schedule C fees — 1815% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERTAPE POLYMER CORP..
Plan sponsor
Name
INTERTAPE POLYMER CORP.
EIN
57-1088158
Address
100 PARAMOUNT DRIVE · SARASOTA, FL · 34232
Phone
(860) 729-4671
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-14
Pension benefit codes
1B · Flat-dollar DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $275K | — |
| O3 ANNUITY SERVICES LLC | 82-3760435 | — | CONTRACT ADMINISTRATOR | $32K | — |
| FRAZIER & DEETER, LLC | 58-1433845 | — | CONTRACT ADMINISTRATOR | $14K | — |
Investments
2 pooled funds· $1.5M(47% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | $1.4M | 42.6% |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | $142K | 4.4% |
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