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BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES 401k Plan overview

Plan NameBERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES
Plan identification number 014

BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BERRY GLOBAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:BERRY GLOBAL, INC.
Employer identification number (EIN):351814673
NAIC Classification:326100

Additional information about BERRY GLOBAL, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2248903

More information about BERRY GLOBAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0142017-10-01
0142016-10-01DAVID BERKMAN
0142016-06-02DAVID BERKMAN
0142015-06-02DAVID BERKMAN
0142014-06-02DAVID BERKMAN

Plan Statistics for BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES

401k plan membership statisitcs for BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES

Measure Date Value
2018: BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES 2018 401k membership
Market value of plan assets2018-09-3010,508,690
Acturial value of plan assets2018-09-3010,481,883
Funding target for retired participants and beneficiaries receiving payment2018-09-302,473,658
Number of terminated vested participants2018-09-3014
Fundng target for terminated vested participants2018-09-30250,673
Active participant vested funding target2018-09-304,977,873
Number of active participants2018-09-30119
Total funding liabilities for active participants2018-09-305,876,778
Total participant count2018-09-30159
Total funding target for all participants2018-09-308,601,109
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-30312,068
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-30312,068
Present value of excess contributions2018-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-30330,168
Total employer contributions2018-09-300
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-300
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-3060,000
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-10-01158
Total number of active participants reported on line 7a of the Form 55002017-10-010
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-3010,224,846
Acturial value of plan assets2017-09-3010,337,151
Funding target for retired participants and beneficiaries receiving payment2017-09-302,275,487
Number of terminated vested participants2017-09-3011
Fundng target for terminated vested participants2017-09-30171,337
Active participant vested funding target2017-09-304,866,780
Number of active participants2017-09-30126
Total funding liabilities for active participants2017-09-305,835,715
Total participant count2017-09-30160
Total funding target for all participants2017-09-308,282,539
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-30306,339
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-30306,339
Present value of excess contributions2017-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-30312,068
Total employer contributions2017-09-300
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30116,000
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Waived amount of outstanding balance2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-10-01159
Total number of active participants reported on line 7a of the Form 55002016-10-01119
Number of retired or separated participants receiving benefits2016-10-0124
Number of other retired or separated participants entitled to future benefits2016-10-0114
Total of all active and inactive participants2016-10-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-011
Total participants2016-10-01158
Market value of plan assets2016-09-3010,125,425
Acturial value of plan assets2016-09-3010,363,252
Funding target for retired participants and beneficiaries receiving payment2016-09-302,209,547
Number of terminated vested participants2016-09-3011
Fundng target for terminated vested participants2016-09-30167,180
Active participant vested funding target2016-09-304,783,016
Number of active participants2016-09-30127
Total funding liabilities for active participants2016-09-305,807,860
Total participant count2016-09-30160
Total funding target for all participants2016-09-308,184,587
Balance at beginning of prior year after applicable adjustments2016-09-300
Prefunding balance at beginning of prior year after applicable adjustments2016-09-30266,432
Carryover balanced portion elected for use to offset prior years funding requirement2016-09-300
Prefunding balanced used to offset prior years funding requirement2016-09-300
Amount remaining of carryover balance2016-09-300
Amount remaining of prefunding balance2016-09-30266,432
Present value of excess contributions2016-09-3018,070
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-09-3019,232
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-09-3019,232
Reductions in caryover balances due to elections or deemed elections2016-09-300
Reductions in prefunding balances due to elections or deemed elections2016-09-300
Balance of carryovers at beginning of current year2016-09-300
Balance of prefunding at beginning of current year2016-09-30306,339
Total employer contributions2016-09-300
Total employee contributions2016-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2016-09-300
Contributions made to avoid restrictions adjusted to valuation date2016-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-09-300
Unpaid minimum required contributions for all prior years2016-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-09-300
Remaining amount of unpaid minimum required contributions2016-09-300
Minimum required contributions for current year target normal cost2016-09-3018,333
Net shortfall amortization installment of oustanding balance2016-09-300
Waiver amortization installment2016-09-300
Total funding amount beforereflecting carryover/prefunding balances2016-09-300
Carryover balance elected to use to offset funding requirement2016-09-300
Prefunding balance elected to use to offset funding requirement2016-09-300
Additional cash requirement2016-09-300
Contributions allocatedtoward minimum required contributions for current year2016-09-300
Unpaid minimum required contributions for current year2016-09-300
Unpaid minimum required contributions for all years2016-09-300
Total participants, beginning-of-year2016-06-02159
Total number of active participants reported on line 7a of the Form 55002016-06-02126
Number of retired or separated participants receiving benefits2016-06-0222
Number of other retired or separated participants entitled to future benefits2016-06-0211
Total of all active and inactive participants2016-06-02159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-020
Total participants2016-06-02159
2015: BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-06-02159
Total number of active participants reported on line 7a of the Form 55002015-06-02127
Number of retired or separated participants receiving benefits2015-06-0220
Number of other retired or separated participants entitled to future benefits2015-06-0211
Total of all active and inactive participants2015-06-02158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-021
Total participants2015-06-02159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-020
2014: BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-06-02159
Total number of active participants reported on line 7a of the Form 55002014-06-02143
Number of retired or separated participants receiving benefits2014-06-0210
Number of other retired or separated participants entitled to future benefits2014-06-026
Total of all active and inactive participants2014-06-02159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-020
Total participants2014-06-02159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-020

Financial Data on BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES

Measure Date Value
2018 : BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$-429,287
Total unrealized appreciation/depreciation of assets2018-09-30$-429,287
Total transfer of assets from this plan2018-09-30$10,110,629
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$-11,289
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$386,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$321,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$0
Value of total assets at end of year2018-09-30$0
Value of total assets at beginning of year2018-09-30$10,508,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$65,213
Total interest from all sources2018-09-30$178,903
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$33,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$33,705
Administrative expenses professional fees incurred2018-09-30$44,053
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$42,317
Other income not declared elsewhere2018-09-30$0
Administrative expenses (other) incurred2018-09-30$10,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-398,061
Value of net assets at end of year (total assets less liabilities)2018-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$10,508,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$10,258
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$1,857,586
Income. Interest from US Government securities2018-09-30$0
Income. Interest from corporate debt instruments2018-09-30$177,291
Value of interest in common/collective trusts at end of year2018-09-30$0
Value of interest in common/collective trusts at beginning of year2018-09-30$1,246,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$124,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$124,288
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$1,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$-16,914
Net investment gain or loss from common/collective trusts2018-09-30$222,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Assets. Invements in employer securities at end of year2018-09-30$0
Assets. Invements in employer securities at beginning of year2018-09-30$1,430,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$321,559
Asset. Corporate debt instrument debt (other) at end of year2018-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-09-30$5,807,859
Did the plan have assets held for investment2018-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30HARDING SHYMANSKI & COMPANY PSC
Accountancy firm EIN2018-09-30351346211
2017 : BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$192,098
Total unrealized appreciation/depreciation of assets2017-09-30$192,098
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$584,195
Total loss/gain on sale of assets2017-09-30$-732
Total of all expenses incurred2017-09-30$300,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$232,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$0
Value of total assets at end of year2017-09-30$10,508,690
Value of total assets at beginning of year2017-09-30$10,224,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$68,078
Total interest from all sources2017-09-30$165,929
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$34,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Administrative expenses professional fees incurred2017-09-30$40,409
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$42,317
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$34,135
Administrative expenses (other) incurred2017-09-30$18,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$283,844
Value of net assets at end of year (total assets less liabilities)2017-09-30$10,508,690
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$10,224,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$8,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$1,857,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$1,999,184
Income. Interest from corporate debt instruments2017-09-30$165,495
Value of interest in common/collective trusts at end of year2017-09-30$1,246,228
Value of interest in common/collective trusts at beginning of year2017-09-30$1,051,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$124,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$1,103,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$1,103,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$-1,762
Net investment gain or loss from common/collective trusts2017-09-30$194,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Assets. Invements in employer securities at end of year2017-09-30$1,430,412
Assets. Invements in employer securities at beginning of year2017-09-30$1,107,213
Income. Dividends from common stock2017-09-30$34,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$232,273
Asset. Corporate debt instrument debt (other) at end of year2017-09-30$5,807,859
Asset. Corporate debt instrument debt (other) at beginning of year2017-09-30$4,929,029
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$294,430
Aggregate carrying amount (costs) on sale of assets2017-09-30$295,162
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30HARDING SHYMANSKI & COMPANY PSC
Accountancy firm EIN2017-09-30351346211
2016 : BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$151,318
Total unrealized appreciation/depreciation of assets2016-09-30$151,318
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$188,090
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$88,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$56,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$0
Value of total assets at end of year2016-09-30$10,224,846
Value of total assets at beginning of year2016-09-30$10,125,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$32,478
Total interest from all sources2016-09-30$36,772
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Administrative expenses professional fees incurred2016-09-30$31,150
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$34,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$3,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$99,422
Value of net assets at end of year (total assets less liabilities)2016-09-30$10,224,846
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$10,125,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$1,328
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$1,999,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$0
Value of interest in common/collective trusts at end of year2016-09-30$1,051,760
Value of interest in common/collective trusts at beginning of year2016-09-30$763,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$1,103,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$7,647,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$7,647,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$36,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Assets. Invements in employer securities at end of year2016-09-30$1,107,213
Assets. Invements in employer securities at beginning of year2016-09-30$989,042
Contributions received in cash from employer2016-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$56,190
Asset. Corporate debt instrument debt (other) at end of year2016-09-30$4,929,029
Asset. Corporate debt instrument debt (other) at beginning of year2016-09-30$722,713
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-01$36,096
Total unrealized appreciation/depreciation of assets2016-06-01$36,096
Total transfer of assets to this plan2016-06-01$408,205
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-01$5,496
Total income from all sources (including contributions)2016-06-01$124,614
Total loss/gain on sale of assets2016-06-01$0
Total of all expenses incurred2016-06-01$310,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-01$220,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-01$19,063
Value of total assets at end of year2016-06-01$10,125,423
Value of total assets at beginning of year2016-06-01$9,908,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-01$89,740
Total interest from all sources2016-06-01$4,860
Total dividends received (eg from common stock, registered investment company shares)2016-06-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-01No
Administrative expenses professional fees incurred2016-06-01$80,677
Was this plan covered by a fidelity bond2016-06-01Yes
Value of fidelity bond cover2016-06-01$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-01$0
Were there any nonexempt tranactions with any party-in-interest2016-06-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-01$3,179
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-01$9,668,000
Other income not declared elsewhere2016-06-01$51,388
Administrative expenses (other) incurred2016-06-01$9,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-01No
Value of net income/loss2016-06-01$-185,631
Value of net assets at end of year (total assets less liabilities)2016-06-01$10,125,423
Value of net assets at beginning of year (total assets less liabilities)2016-06-01$9,902,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-01No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-01No
Were any leases to which the plan was party in default or uncollectible2016-06-01No
Income. Interest from corporate debt instruments2016-06-01$363
Value of interest in common/collective trusts at end of year2016-06-01$763,207
Value of interest in common/collective trusts at beginning of year2016-06-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-01$7,647,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-01$15,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-01$15,345
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-01$4,497
Net investment gain or loss from common/collective trusts2016-06-01$13,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-01Yes
Was there a failure to transmit to the plan any participant contributions2016-06-01No
Has the plan failed to provide any benefit when due under the plan2016-06-01No
Assets. Invements in employer securities at end of year2016-06-01$989,043
Assets. Invements in employer securities at beginning of year2016-06-01$0
Contributions received in cash from employer2016-06-01$19,063
Employer contributions (assets) at end of year2016-06-01$0
Employer contributions (assets) at beginning of year2016-06-01$225,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-01$220,505
Asset. Corporate debt instrument debt (other) at end of year2016-06-01$722,713
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-01$0
Liabilities. Value of benefit claims payable at end of year2016-06-01$0
Liabilities. Value of benefit claims payable at beginning of year2016-06-01$5,496
Did the plan have assets held for investment2016-06-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-01No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-01Yes
Opinion of an independent qualified public accountant for this plan2016-06-01Disclaimer
Accountancy firm name2016-06-01HARDING SHYMANSKI COMPANY PSC
Accountancy firm EIN2016-06-01351346211
2015 : BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-01$0
Total transfer of assets to this plan2015-06-01$9,668,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-01$5,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-01$0
Total income from all sources (including contributions)2015-06-01$270,002
Total loss/gain on sale of assets2015-06-01$0
Total of all expenses incurred2015-06-01$35,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-01$17,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-01$270,000
Value of total assets at end of year2015-06-01$9,908,345
Value of total assets at beginning of year2015-06-01$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-01$17,963
Total interest from all sources2015-06-01$2
Total dividends received (eg from common stock, registered investment company shares)2015-06-01$0
Administrative expenses professional fees incurred2015-06-01$10,218
Was this plan covered by a fidelity bond2015-06-01Yes
Value of fidelity bond cover2015-06-01$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-06-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-01$9,668,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-01$0
Administrative expenses (other) incurred2015-06-01$7,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-01No
Value of net income/loss2015-06-01$234,849
Value of net assets at end of year (total assets less liabilities)2015-06-01$9,902,849
Value of net assets at beginning of year (total assets less liabilities)2015-06-01$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-01No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-01No
Were any leases to which the plan was party in default or uncollectible2015-06-01No
Investment advisory and management fees2015-06-01$3
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-01$15,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-01$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-01No
Was there a failure to transmit to the plan any participant contributions2015-06-01No
Has the plan failed to provide any benefit when due under the plan2015-06-01No
Contributions received in cash from employer2015-06-01$270,000
Employer contributions (assets) at end of year2015-06-01$225,000
Employer contributions (assets) at beginning of year2015-06-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-01$17,190
Liabilities. Value of benefit claims payable at end of year2015-06-01$5,496
Liabilities. Value of benefit claims payable at beginning of year2015-06-01$0
Did the plan have assets held for investment2015-06-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-01No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-01Yes
Opinion of an independent qualified public accountant for this plan2015-06-01Disclaimer
Accountancy firm name2015-06-01HARDING SHYMANSKI COMPANY PSC
Accountancy firm EIN2015-06-01351346211

Form 5500 Responses for BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES

2017: BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingYes
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2016-06-02Type of plan entitySingle employer plan
2016-06-02Submission has been amendedNo
2016-06-02This submission is the final filingNo
2016-06-02This return/report is a short plan year return/report (less than 12 months)Yes
2016-06-02Plan is a collectively bargained planNo
2016-06-02Plan funding arrangement – TrustYes
2016-06-02Plan benefit arrangement - TrustYes
2015: BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES 2015 form 5500 responses
2015-06-02Type of plan entitySingle employer plan
2015-06-02Submission has been amendedNo
2015-06-02This submission is the final filingNo
2015-06-02This return/report is a short plan year return/report (less than 12 months)No
2015-06-02Plan is a collectively bargained planNo
2015-06-02Plan funding arrangement – TrustYes
2015-06-02Plan benefit arrangement - TrustYes
2014: BERRY PLASTICS CORPORATION PENSION PLAN FOR BROOKVILLE (PA) UNION EMPLOYEES 2014 form 5500 responses
2014-06-02Type of plan entitySingle employer plan
2014-06-02First time form 5500 has been submittedYes
2014-06-02Submission has been amendedNo
2014-06-02This submission is the final filingNo
2014-06-02This return/report is a short plan year return/report (less than 12 months)No
2014-06-02Plan is a collectively bargained planNo
2014-06-02Plan funding arrangement – TrustYes
2014-06-02Plan benefit arrangement - TrustYes

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