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  2. BERRY GLOBAL, INC.
Sponsor portfolioTH

BERRY GLOBAL, INC.

EIN 35-1814673-plastics-Latest filing 2024
Plans
3
Retirement
2
$1.13B assets
Welfare
1
$19.9M premiums
Participants
45,748
101 OAKLEY STREET - EVANSVILLE, IN 47706812-424-2904berryglobal.comLinkedIn10001+ employeesplastics
Plans on this EIN
3 filings
#001401k-$1.10B - 20,171 part#004401k-$37.3M - 896 part#501Mixed-$19.9M - 34,228 lives

Retirement portfolio analytics

2 plans aggregated / $1.13B assets / 21,067 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • 401(K) RETIREMENT PLAN (#001)97%
  • BARGAINING UNIT 401(K) (#004)3%
Total $1.13BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)20,171
  • BARGAINING UNIT 401(K) (#004)896
Total 21,067Click row to drill in

Benefits portfolio analytics

1 plan / $19.9M premiums / 34,228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$14.9M
  • Life$14.5M
  • Short-term disability$2.8M
  • Long-term disability$2.8M
  • Vision$1.4M
  • Health$753K
Total $19.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • SECURIAN LIFE INSURANCE COMPANY40%
  • AFLAC33%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA14%
  • VISION SERVICE PLAN7%
  • KAISER FOUNDATION HEALTH PLAN INC4%
  • +3 more
Total $19.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • LOCKTON COMPANIES, LLC38%
  • BCINSOURCING, LLC38%
  • GCG FINANCIAL LLC24%
Total $2.7M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BERRY GLOBAL EMPLOYEES 401(K) RETIREMENT PLAN

401k

Assets$1.10B
Participants20,171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

BERRY GLOBAL BARGAINING UNIT 401(K) PLAN

401k

Assets$37.3M
Participants896
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BERRY GLOBAL, INC. EMPLOYEE BENEFIT PLAN

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$19.9M
Covered lives34,228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BERRY GLOBAL EMPLOYEES 401(K) RETIREMENT PLAN401k$1.10B20,1712024
004BERRY GLOBAL BARGAINING UNIT 401(K) PLAN401k$37.3M8962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BERRY GLOBAL, INC. EMPLOYEE BENEFIT PLANMixedSECURIAN LIFE INSURANCE COMPANY$19.9M34,2282024
Retirement plans
Welfare plans
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