2023 Form 5500 filing — Berry Global Employees 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014075146NAL0012986499001) for Berry Global Employees 401(K) Retirement Plan, reported by Berry Global, Inc. under EIN 35-1814673 and plan number 001. It reports 21,057 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014075146NAL0012986499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berry Global, Inc.
- EIN
- 35-1814673
- Plan number
- 001
- Location
- Evansville, IN
- Participants
- 21,057
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,173,871,828
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,173,871,828
- Employer contributions
- $19,740,056
- Participant contributions
- $54,336,781
- Total income / additions
- $260,392,879
- Benefits paid
- $114,259,682
- Administrative expenses
- $252,663
- Total expenses
- $115,981,181
- Net increase / (decrease)
- $144,411,698
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $194,613 | $0 |
| Harding Shymanski & Company | NONE | $50,050 | not reported in the loaded dataset |
| Cetera Trust Company Na | NONE | $8,000 | not reported in the loaded dataset |