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Original filing (PDF)20250616165226NAL0001162321001
OCEAN SPRAY CRANBERRIES, INC.
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR EMPLOYEES OF OCEAN SPRAY CRANBERRIES, INC.
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
245
Accounts w/ balance
—
Plan assets (EOY)
$235.5M
Net assets (EOY)
$235.5M
How this plan invests
This plan
15 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — 303% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCEAN SPRAY CRANBERRIES, INC..
Plan sponsor
Name
OCEAN SPRAY CRANBERRIES, INC.
EIN
04-1215610
Address
SARA VAUGHAN · ONE OCEAN SPRAY DRIVE · LAKEVILLE-MIDDLEBORO, MA · 02349
Phone
(508) 946-1000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-16
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | NONE | $507K | — |
| NEW ENGLAND PENSION CONSULTANTS | 04-2927339 | — | NONE | $193K | — |
| STATE STREET BANK | 04-1867445 | — | NONE | $91K | — |
| SILCHESTER INTERNATIONAL | 36-7045783 | — | NONE | $64K | — |
| STATE STREET GLOBAL ADVISORS | 04-1867445 | — | NONE | $54K | — |
| MELLON CAPITAL MANAGEMENT | 25-1233834 | — | NONE | $21K | — |
| MAYER HOFFMAN MCCANN PC | 43-1947695 | — | NONE | $19K | — |
Investments
15 pooled funds· $228.8M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONG US CREDIT INDX NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 146 | Common Collective Trust | $73.4M | 31.2% |
| STATE STREET INTERMEDIATE US CR NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-3508899 / PN 001 | Common Collective Trust | $45.4M | 19.3% |
| STATE STREET U.S. TREASURY INDEX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 85-1553502 / PN 001 | Common Collective Trust | $40.1M | 17.0% |
| LONG US TREASURY INDEX NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 479 | Common Collective Trust | $36.0M | 15.3% |
| S&P 500 FLAGSHIP SERIES A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 002 | Common Collective Trust | $6.7M | 2.8% |
| NEPC GLOBAL EQUITY CIT GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 001 | Common Collective Trust | $6.3M | 2.7% |
| NEPC DIVERSIFIED CREDIT CIT GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 003 | Common Collective Trust | $5.2M | 2.2% |
| STATE STREET FTSE RAFI U.S. 1000 NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 46-6334585 / PN 001 | Common Collective Trust | $4.4M | 1.9% |
| NEPC EMERGING MARKETS EQUITY GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 002 | Common Collective Trust | $3.5M | 1.5% |
| NEPC US SMALL CAP EQUITY CIT GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 004 | Common Collective Trust | $2.9M | 1.2% |
| MSCI EAFE 100% HEDGED TO USD STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 47-6972341 / PN 001 | Common Collective Trust | $2.6M | 1.1% |
| MSCI EAFE INDEX NON-LENDING FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-6832069 / PN 001 | Common Collective Trust | $2.4M | 1.0% |
| VALUE EQUITY GROUP TRUST SILCHESTER INTERNATIONAL INVESTORS · EIN 36-7045783 / PN 001 | Common Collective Trust | $0 | <0.1% |
| EB DV DYNAMIC GROWTH FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 166 | Common Collective Trust | $0 | <0.1% |
| INTERMEDIATE DURATION CORP NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-2229248 / PN 001 | Common Collective Trust | $0 | <0.1% |