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CIK 1378992

BERRY GLOBAL GROUP, INC.
CIK 0001378992 ยท EDGAR โ†—
cleanelevatedtriggeredno dataplanned
15.4
composite ยท 2 signals ยท CLEAN

Every card below shows the score and the exact filing data it was computed from โ€” no unexplained numbers. Some signals (P-02, P-03, P-08, P-09, P-10, P-11) pull live documents from SEC EDGAR the first time you view this company; a few of those (P-03, P-10, P-11) use AI to read the filing text, but every AI claim must quote the actual document verbatim or it's discarded โ€” never a guess.

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Signals

P-07 ยท FY 2019-09-28 ยท TRIGGERED45.3

Pension underfunding

[FY2019 data, stale โ€” no more recent pension disclosure in XBRL] DB plan 77% funded โ€” -$312M deficit
trend: flat
Trend
Source: 10-K on SEC.gov (filed 2019-11-22) โ†—
Evidence โ€” inputs and thresholds
{
  "benefit_obligation": 1377000000,
  "plan_assets": 1065000000,
  "funded_ratio": 0.7734,
  "deficit": -312000000,
  "deficit_vs_equity": null,
  "thresholds": {
    "elevated": "<90% funded",
    "triggered": "<80% funded or deficit >25% of equity"
  },
  "stale": true,
  "latest_filing_period": "2024-09-28",
  "source": {
    "url": "https://www.sec.gov/Archives/edgar/data/1378992/000114036119021238/0001140361-19-021238-index.htm",
    "form": "10-K",
    "filed": "2019-11-22"
  }
}
P-05 ยท FY 2024-09-28 ยท CLEAN15.4

Tax arbitrage

ETR 15.5% โ€” within normal range of statutory
trend: flat
Trend
Source: 10-K on SEC.gov (filed 2024-11-26) โ†—
Evidence โ€” inputs and thresholds
{
  "etr_by_year": {
    "2024-09-28": 0.1555,
    "2023-09-30": 0.1792,
    "2022-10-01": 0.1799
  },
  "statutory_rate": 0.21,
  "gap_by_year": {
    "2024-09-28": 0.0545,
    "2023-09-30": 0.0308,
    "2022-10-01": 0.0301
  },
  "note": "Low ETR can be fully legitimate; this flags persistence + magnitude for review.",
  "stale": false,
  "latest_filing_period": "2024-09-28",
  "source": {
    "url": "https://www.sec.gov/Archives/edgar/data/1378992/000114036124047881/0001140361-24-047881-index.htm",
    "form": "10-K",
    "filed": "2024-11-26"
  }
}