Berry Global, Inc. Defined Benefit Pension Plan
Corporate pension, based in Evansville, Indiana, reporting $224M in assets, for 3,636 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Oct 2024, Berry Global, Inc. Defined Benefit Pension Plan funded ratio 96.1% -> 98.6% (2023-10-01 to 2024-10-01).
Relationship network
5 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 7.9%
- U.S. Government securities 37.4%
- Registered investment companies 54.5%
Consultants and advisers
- Cbiz Ris Actuarythrough Sep 30, 2023 Form 5500
- Fifth Third Bank Directed trusteethrough Sep 30, 2023 Form 5500
- Cbiz Actuarythrough Sep 30, 2023 Form 5500
People
Manager roster
What changed
- Oct 1, 2024Funded status changedBerry Global, Inc. Defined Benefit Pension Plan funded ratio 96.1% -> 98.6% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedBerry Global, Inc. Defined Benefit Pension Plan plan assets $201M -> $227M (+13.2%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedBerry Global, Inc. Defined Benefit Pension Plan total assets $201M -> $227M (+13.2%, 2023-09-30 to 2024-09-30)
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 3,636 | $227M | $201M | 98.6% | $224M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 3,685 | $201M | $206M | 96.1% | $227M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 4,767 | $206M | $227M | 96.2% | $201M | Not disclosed | Not disclosed | Not disclosed |
- Cbiz codes 11 $399,775 PY2024
- Fifth Third Bank codes 25 $213,210 PY2024
- Harding, Shymanski & Co. codes 10 $30,000 PY2024
+9 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Funded status changed2024-10-01source on record
- Total assets changed2024-10-01source on record
- Total assets changed2024-09-30source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.