Summary
AmerisourceBergen Corporation (now Cencora, Inc.) filed an 8-K on December 4, 2013, to report amendments and restatement of its Supplemental 401(k) Plan. This plan, now known as the AmerisourceBergen Corporation Benefit Restoration Plan, is designed to provide a retirement benefit to a select group of management or highly compensated employees, including named executive officers. The primary purpose of this plan is to allow these executives to receive the full company match on their contributions, which is not possible under the standard 401(k) plan due to IRS compensation limits. The amended plan clarifies eligibility and termination requirements while maintaining the existing compensation arrangements for executive participants. For investors, this filing indicates that the company is maintaining its commitment to retaining and incentivizing key executive talent through enhanced retirement benefits. The Benefit Restoration Plan ensures that high-earning employees can benefit from the company's matching contributions to the same extent as other employees, mitigating potential disparities caused by regulatory compensation caps. While this does not represent a new financial obligation in terms of benefit levels, it underscores the company's structured approach to executive compensation and long-term employee retention.
Key Highlights
- 1AmerisourceBergen Corporation amended and restated its Supplemental 401(k) Plan, renaming it the AmerisourceBergen Corporation Benefit Restoration Plan.
- 2The Benefit Restoration Plan is designed for a select group of management and highly compensated employees, including named executive officers.
- 3The plan's main objective is to allow executives to receive the full company 401(k) match, which is limited by IRS compensation caps under the standard 401(k) plan.
- 4The amended plan includes clarified eligibility requirements and specifies plan termination conditions.
- 5The compensation of named executive officers under this plan remains unchanged from the original plan.
- 6The company filed the Amended and Restated Benefit Restoration Plan as Exhibit 10.1 to the 8-K report.