2023 Form 5500 filing — Berry Global Bargaining Unit 401(K) 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 20241017144303NAL0031797649001) for Berry Global Bargaining Unit 401(K) Plan, reported by Berry Global, Inc. under EIN 35-1814673 and plan number 004. It reports 1,109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$34.6MReported net assets$34,631,210
Participants1.1K1,109
Provider compensation$11K1 Schedule C row(s)$10,982
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241017144303NAL0031797649001
Plan sponsor
Berry Global, Inc.
EIN
35-1814673
Plan number
004
Location
Evansville, IN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$34.6M total assets
Net assets$34.6MLiabilities$0
Money in vs. money out
Total income / additions$7.3M
Total expenses$2.7M
Benefits paid / distributions$2.7M
Contributions
Employer$678.6K
Participant$1.5M
Full reported line items
Total assets (EOY)
$34,631,210
Total liabilities (EOY)
$0
Net assets (EOY)
$34,631,210
Employer contributions
$678,634
Participant contributions
$1,451,211
Total income / additions
$7,256,782
Benefits paid
$2,726,767
Administrative expenses
$10,982
Total expenses
$2,737,749
Net increase / (decrease)
$4,519,033

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Minnesota Life Insurance CompanyNONE$10,982$0

Related Form 5500 pages