Original filing (PDF)20260115111712NAL0023213170001

BIRLA CARBON USA

Name: BIRLA CARBON USA — PENSION PLAN FOR BIRLA CARBON USA, Form 5500 (2024)
Creator: BIRLA CARBON USA

Form 5500

FILING_RECEIVED

PENSION PLAN FOR BIRLA CARBON USA

Defined-benefit pension plan

Signals · 1

12% employer stock

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$18.5M

Net assets (EOY)

$18.5M

How this plan invests

This plan

179 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

12% of plan in employer / sponsor stock.
36 bps in Schedule C fees — modestly above peer band of 29 bps.
Plan is frozen (1I) — no new benefit accrual.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIRLA CARBON USA.

Plan sponsor

Name

BIRLA CARBON USA

EIN

13-3230278

Address

1800 WEST OAK COMMONS CT. · MARIETTA, GA · 300622253

Phone

(770) 792-9400

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

070

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-15

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

WARREN AVERETT LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
BLACKROCK INVESTMENT MANAGEMENT	20-5319476	—	INVESTMENT MANAGER	$67K	—

Investments

176 direct securities· $18.9M(100% of reported assets)

Uncategorized

$18.7M

174 holdings

Corporate Bonds

$136K

1 holding

Common Stocks

$12K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Asset2,355,0892,513,7562,906,4236,082,7056,104	—	—	$3.5M	$1.0M	5.4%
(d)	—	—	$872K	$943K	5.1%
Ishares Edge Msci Exchange traded fund	—	—	$622K	$693K	3.8%
U.S. Treasury $600,000 par value, 4.625%, May 15, 2054	—	—	$592K	$602K	3.3%
U.S. Treasury $820,000 par value, 3.125%, Aug 15, 2044	—	—	$537K	$524K	2.8%
Government Bonds and Securities U.S. Treasury $731,000 par value, Zero Coupon, Feb 15, 2031	—	—	$430K	$459K	2.5%
Oracle Corp 6.150% Nov 09 2029	—	—	$403K	$404K	2.2%
U.S. Treasury $580,000 par value, 3.125%, Feb 15, 2042	—	—	$387K	$382K	2.1%
U.S. Treasury $740,000 par value, 1.125%, May 15, 2040	—	—	$364K	$371K	2.0%
BlackRock Federal fund cash reserve	—	—	$360K	$360K	1.9%
CVS Health Corp 3.750% Apr 01 2030	—	—	$343K	$354K	1.9%
U.S. Treasury $339,000 par value, 2.375%, May 15, 2029	—	—	$308K	$319K	1.7%
U.S. Treasury $297,000 par value, 2.875%, May 15, 2032	—	—	$272K	$275K	1.5%
JP Morgan Chase & Co Variable Rate, Nov 19, 2026	—	—	$247K	$268K	1.5%
U.S. Treasury $250,000 par value, 4.750%, Nov 15, 2053	—	—	$264K	$256K	1.4%
Kinder Morgan Inc 5.400% Feb 01 2034	—	—	$256K	$250K	1.4%
U.S. Treasury $482,000 par value, 2.250%, Aug 15, 2049	—	—	$262K	$246K	1.3%
U.S. Treasury $233,000 par value, 4.500%, Nov 15, 2033	—	—	$231K	$239K	1.3%
Verizon Communications 2.100% Mar 22 2028	—	—	$222K	$236K	1.3%
U.S. Treasury $250,000 par value, 4.250%, Feb 15, 2054	—	—	$244K	$236K	1.3%
RTX Corp 6.400% Mar 15 2054	—	—	$225K	$219K	1.2%
Citigroup Inc Variable Rate, Nov 17, 2033	—	—	$215K	$218K	1.2%
USD Enbridge Inc 6.700% Nov 15 2053	—	—	$224K	$216K	1.2%
Wells Fargo Variable Rate, Jun 2, 2028	—	—	$201K	$216K	1.2%
Exchange Traded Funds Ishares Edge Msci Min Exchange traded fund	—	—	$211K	$215K	1.2%
U.S. Treasury $212,000 par value, 4.000%, Jan 31, 2029	—	—	$209K	$213K	1.2%
US Bankcorp Variable Rate, Jan 23, 2035	—	—	$207K	$210K	1.1%
Enterprise Products 4.850% Jan 31 2034	—	—	$209K	$209K	1.1%
BP Cap Markets America 4.812% Feb 13 2033	—	—	$209K	$208K	1.1%
U.S. Treasury $205,000 par value, 4.375%, Nov 30, 2028	—	—	$207K	$208K	1.1%
Intercontinentalexchange 5.200% Jun 15 2062	—	—	$215K	$208K	1.1%
Ishares Core S&P Mid-Cap Exchange traded fund	—	—	$205K	$203K	1.1%
PNC Financial Services Variable Rate, Jul 23, 2035	—	—	$202K	$201K	1.1%
Con Edison Co of NY Inc 5.700% May 15 2054	—	—	$204K	$199K	1.1%
Burlingtn North Santa Fe 5.500% Mar 15 2055	—	—	$206K	$199K	1.1%
Goldman Sachs Group Inc Variable Rate, July 23, 2035	—	—	$201K	$199K	1.1%
Amgen Inc 5.650% Mar 02 2053	—	—	$208K	$196K	1.1%
Indiana Michigan Power 5.625% Apr 01 2053	—	—	$200K	$196K	1.1%
HCA Inc 6.000% Apr 01 2054	—	—	$201K	$194K	1.0%
McDonald's Corp 5.450% Aug 14 2053	—	—	$196K	$193K	1.0%
Home Depot Inc 5.300% Jun 25 2054	—	—	$205K	$193K	1.0%
Ishares Core S&P Small Exchange traded fund	—	—	$198K	$191K	1.0%
Cigna Group/The 5.600% Feb 15 2054	—	—	$196K	$190K	1.0%
Lockheed Martin Corp 5.200% Feb 15 2055	—	—	$199K	$189K	1.0%
Abbvie Inc 4.250% Nov 21 2049	—	—	$190K	$186K	1.0%
Pacific Gas & Electric 6.750% Jan 15 2053	—	—	$186K	$183K	1.0%
Anheuser-Busch 4.900% Feb 01 2046	—	—	$199K	$181K	1.0%
Morgan Stanley 4.375% Jan 22 2047	—	—	$191K	$172K	0.9%
U.S. Treasury $330,000 par value, 1.375%, Nov 15, 2040	—	—	$167K	$170K	0.9%
U.S. Treasury $269,000 par value, 2.250%, Feb 15, 2052	—	—	$183K	$170K	0.9%
American Water Capital 4.200% Sep 01 2048	—	—	$166K	$162K	0.9%
Microsoft Corp Common stock	—	—	$182K	$157K	0.8%
Altria Group Inc 5.800% Feb 14 2039	—	—	$156K	$151K	0.8%
JP Morgan Chase & Co Variable Rate, Jul 22, 2035	—	—	$153K	$151K	0.8%
Regeneron Pharmaceutical 2.800% Sep 15 2050	—	—	$157K	$148K	0.8%
Unitedhealth Group Inc 3.875% Aug 15 2059	—	—	$152K	$143K	0.8%
Northrop Grumman Corp 5.200% Jun 01 2054	—	—	$151K	$140K	0.8%
U.S. Treasury $140,000 par value, 2.250% Feb 15, 2027	—	—	$131K	$136K	0.7%
and Securities AT&T Inc 3.550% Sep 15 2055	Corporate Bonds	—	$140K	$136K	0.7%
U.S. Treasury $312,000 par value, 1.625%, Nov 15, 2050	—	—	$144K	$134K	0.7%
U.S. Treasury $500,000 par value, Zero Coupon, May 15, 2054	—	—	$151K	$132K	0.7%
Pfizer Investment Enter 5.110% May 19 2043	—	—	$133K	$129K	0.7%
Verizon Communications 5.500% Feb 23 2054	—	—	$127K	$122K	0.7%
Microsoft Corp 2.675% Jun 01 2060	—	—	$127K	$119K	0.6%
Comcast Corp 2.937% Nov 01 2056	—	—	$125K	$118K	0.6%
U.S. Treasury $200,000 par value, 1.875%, Feb 15, 2051	—	—	$115K	$116K	0.6%
Union Pacific Corp 4.950% May 15 2053	—	—	$122K	$115K	0.6%
USD Rogers Communic 4.550% Mar 15 2052	—	—	$97K	$100K	0.5%
Apple Inc Common stock	—	—	$94K	$94K	0.5%
Amazon Com Inc Com Common stock	—	—	$85K	$85K	0.5%
Broadcom Inc Common stock	—	—	$62K	$61K	0.3%
Visa Inc Cl A Shrs Common stock	—	—	$44K	$55K	0.3%
Eli Lilly & Co Common stock	—	—	$52K	$50K	0.3%
Intercontinental Exchange Inc Common stock	—	—	$40K	$48K	0.3%
Shell Plc Common stock	—	—	$47K	$44K	0.2%
Wells Fargo & Co Common stock	—	—	$35K	$43K	0.2%
AstraZeneca Plc Spnd Adr Common stock	—	—	$46K	$43K	0.2%
Sanofi Adr Common stock	—	—	$39K	$35K	0.2%
Citigroup Inc Com New Common stock	—	—	$30K	$34K	0.2%
Cardinal Health Inc Ohio Common stock	—	—	$25K	$33K	0.2%
1st Ctzns Bncshs Inc A Common stock	—	—	$30K	$32K	0.2%
CVS Health Corp Common stock	—	—	$27K	$31K	0.2%
Williams Companies Del Common stock	—	—	$35K	$30K	0.2%
Banco Bilbao Vizcaya Common stock	—	—	$21K	$29K	0.2%
Lear Corp Shs Common stock	—	—	$29K	$29K	0.2%
Accenture Plcshs Common stock	—	—	$29K	$29K	0.2%
L3Harris Technologies Inc Common stock	—	—	$30K	$29K	0.2%
Unitedhealth Group Inc Common stock	—	—	$31K	$28K	0.2%
British Amn Tobacco Spadr Common stock	—	—	$28K	$28K	0.2%
Abbvie Inc Shs Common stock	—	—	$28K	$28K	0.1%
Walmart Inc Common stock	—	—	$29K	$27K	0.1%
GE Aerospace Common stock	—	—	$23K	$26K	0.1%
BP PLC Common stock	—	—	$27K	$26K	0.1%
Baxter Interntl Inc Common stock	—	—	$25K	$25K	0.1%
Medtronic Plc Shs Common stock	—	—	$21K	$24K	0.1%
Sherwin Williams Common stock	—	—	$17K	$23K	0.1%
Otis Worldwide Corp Reg Common stock	—	—	$25K	$23K	0.1%
Citizens Pinl Group Inc Common stock	—	—	$27K	$23K	0.1%
Cadence Design Sys Inc Common stock	—	—	$26K	$22K	0.1%
Novo Nordisk A S Adr Common stock	—	—	$42K	$22K	0.1%
Jpmorgan Chase & Co Common stock	—	—	$18K	$22K	0.1%
Koninkl Phil Nv Sf New Common stock	—	—	$34K	$22K	0.1%
Parker Hannifin Corp Common stock	—	—	$23K	$22K	0.1%
Allegion Plc Shs Common stock	—	—	$26K	$22K	0.1%
SPDR Bloomberg Exchange traded fund	—	—	$26K	$21K	0.1%
Transdigm Group Inc Common stock	—	—	$20K	$21K	0.1%
Zurich Insurance Group Common stock	—	—	$16K	$21K	0.1%
Cisco Systems Inc Common stock	—	—	$20K	$20K	0.1%
Holdings Inc Reg Common stock	—	—	$19K	$19K	0.1%
Hubbell Inc Shs Common stock	—	—	$24K	$19K	0.1%
Applied Material Inc Common stock	—	—	$28K	$19K	0.1%
The Heinz Co Shs Common stock	—	—	$21K	$19K	0.1%
Sony Group Corp Common stock	—	—	$20K	$19K	0.1%
Schwab Charles Corp New Common stock	—	—	$16K	$18K	<0.1%
Intuitive Surgical Inc Common stock	—	—	$18K	$17K	<0.1%
Baker Hughes Co Common stock	—	—	$18K	$17K	<0.1%
Cognizant Tech Solutns A Common stock	—	—	$16K	$17K	<0.1%
Union Pacific Corp Common stock	—	—	$25K	$17K	<0.1%
Intuit Inc Common stock	—	—	$25K	$17K	<0.1%
Bae Sys Plc Spn Adr Common stock	—	—	$17K	$16K	<0.1%
Dollar General Corp Common stock	—	—	$20K	$16K	<0.1%
Moody's Corp Common stock	—	—	$16K	$16K	<0.1%
M&T Bank Corporation Common stock	—	—	$15K	$16K	<0.1%
Labcorp Holdings Inc Reg Common stock	—	—	$15K	$15K	<0.1%
Fidelity Natl Info Svcs Common stock	—	—	$19K	$15K	<0.1%
Tesla Inc Common stock	—	—	$17K	$15K	<0.1%
Hp Inc Common stock	—	—	$22K	$14K	<0.1%
RTX Corp Common stock	—	—	$16K	$14K	<0.1%
Kkr & Co Inc Common stock	—	—	$17K	$14K	<0.1%
Johnson Controls Inter Common stock	—	—	$12K	$13K	<0.1%
Asml Hldg Nvny Reg Shs Common stock	—	—	$29K	$13K	<0.1%
Willis Towers Watson Plc Common stock	—	—	$10K	$13K	<0.1%
Fid National Finl Inc Common stock	—	—	$11K	$13K	<0.1%
General Motors Co Common stock	—	—	$19K	$13K	<0.1%
Republic Services Inc Common stock	—	—	$19K	$13K	<0.1%
Crown Castle Inc Exchange traded fund	—	—	$13K	$13K	<0.1%
Danaher Corp Del Common stock	—	—	$16K	$13K	<0.1%
Mastercard Inc Common stock	—	—	$20K	$12K	<0.1%
Ferrari Nv Common stock	Common Stocks	—	$12K	$12K	<0.1%
Hasbro Inc Common stock	—	—	$12K	$12K	<0.1%
Boston Scientific Corp Common stock	—	—	$10K	$12K	<0.1%
Assurant Inc Common stock	—	—	$10K	$12K	<0.1%
Coca Cola Com Common stock	—	—	$11K	$12K	<0.1%
Costar Group Inc Common stock	—	—	$12K	$11K	<0.1%
S&P Global Inc Common stock	—	—	$11K	$11K	<0.1%
Cnh Industrial Nv Common stock	—	—	$10K	$11K	<0.1%
Cigna Group/The Common stock	—	—	$11K	$11K	<0.1%
Copart Inc Common stock	—	—	$12K	$10K	<0.1%
Fortive Corp Common stock	—	—	$11K	$10K	<0.1%
Leidos Holdings Inc Shs Common stock	—	—	$13K	$10K	<0.1%
Honeywell Intl Inc Del Common stock	—	—	$11K	$10K	<0.1%
Gallagher Arthur J & Co Common stock	—	—	$7K	$9K	<0.1%
Home Depot Inc Common stock	—	—	$10K	$9K	<0.1%
Hilton Worldwide Common stock	—	—	$10K	$9K	<0.1%
Trane Technologies Plc Common stock	—	—	$10K	$9K	<0.1%
Relx Plc Common stock	—	—	$8K	$8K	<0.1%
Applovin Corpcow Common stock	—	—	$11K	$8K	<0.1%
ISA Bank of China Money market fund	—	—	$8K	$8K	<0.1%
Humana Inc Common stock	—	—	$11K	$8K	<0.1%
Wabtec Common stock	—	—	$8K	$8K	<0.1%
Smc Corp Japan Common stock	—	—	$7K	$7K	<0.1%
Lamb Weston Holdings Inc Common stock	—	—	$8K	$7K	<0.1%
Carlyle (The) Group Inc Common stock	—	—	$8K	$7K	<0.1%
Mid America Apt Communities Exchange traded fund	—	—	$5K	$6K	<0.1%
Old Dominion Fght Lines Common stock	—	—	$8K	$6K	<0.1%
Vertiv Hldg Co Common stock	—	—	$8K	$6K	<0.1%
Norfolk Southern Corp Common stock	—	—	$6K	$5K	<0.1%
Keurig Dr Pepper Inc Common stock	—	—	$6K	$5K	<0.1%
Becton Dickinson Co Common stock	—	—	$5K	$5K	<0.1%
Lvmh Moet Hennessy Adr Common stock	—	—	$7K	$5K	<0.1%
Hewlett Packard Common stock	—	—	$6K	$5K	<0.1%
Align Tech Inc Del Com Common stock	—	—	$10K	$5K	<0.1%
Wesco International Inc Common stock	—	—	$6K	$5K	<0.1%
Colgate Palmolive Common stock	—	—	$6K	$4K	<0.1%
Fortrea Holdings Inc Reg Common stock	—	—	—	$3K	<0.1%
Cash Equivalents * BlackRock Federal fund	—	—	$2K	$2K	<0.1%