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Original filing (PDF)20251013100814NAL0000992321001
TRIVIUM PACKAGING USA INC.
Form 5500
FILING_RECEIVED
TRIVIUM DEFINED BENEFIT PLAN
Defined-benefit pension plan
Signals · 2
34% in single holding~327 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
83
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- Top holding "FIAM Long Corporate A or Better Pool" is 34% of plan.
- 327 bps in Schedule C fees — 1027% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIVIUM PACKAGING USA INC..
Plan sponsor
Name
TRIVIUM PACKAGING USA INC.
EIN
25-1864585
Address
10255 HIGGINS ROAD · SUITE 100 · ROSEMONT, IL · 60018
Phone
(224) 442-4638
Industry
Manufacturingsee all
Plan administrator
Name
BENEFITS COMMITTEE OF TRIVIUM PACKAGING USA INC.
EIN
25-1864585
City
ROSEMONT, IL
Phone
(224) 442-4638
Plan characteristics
Plan number
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CIUNI & PANICHI, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INSTL ASSET MGMT | 20-4659714 | — | INV ADVISORY | $184K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARNES & THORNBURG | 35-0900596 | — | LEGAL | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INST INV OPS CO | 04-3532603 | — | ADMIN-CONSULT | $300K | — |
Investments
2 direct securities · 3 pooled funds· $15.4M(100% 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.
Common Collective Trust
$10.5M
3 holdings
Uncategorized
$5.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIAM LONG CORP A OR BETTER COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 103 | Common Collective Trust | — | $4.6M | $5.3M | 34.4% | |
| FIAM INST CASH COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 055 | Common Collective Trust | — | $3.1M | $3.1M | 19.7% | |
| Fidelity Long Term Treasury Bond Index | — | — | $2.9M | $3.0M | 19.6% | |
| FIAM 8-10 YR CORP BOND COMM PL FID INST ASSET MGMT CO · EIN 20-4659714 / PN 155 | Common Collective Trust | — | $1.9M | $2.1M | 13.6% | |
| Fidelity Intermediate Treasury Bond Index | — | — | $1.9M | $1.9M | 12.5% |
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