Breakthru Beverage Group, LLC — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Breakthru Beverage Group, LLC (EIN 35-2545107) is a plan sponsor located in New York, NY with 10 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 35-2545107
- Location
- New York, NY
- Loaded plans
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $648,222,500
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $648,222,500
Contributions & income
- Employer contributions
- $12,109,592
- Participant contributions
- $31,910,704
- Total income / additions
- $148,356,913
Expenses & distributions
- Benefits paid / distributions
- $61,717,802
- Total expenses
- $62,419,772
- Net increase / (decrease)
- $85,937,141
Coverage
- Total reported participants
- 14,124
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Breakthru Beverage Group 40 L(K) Plan | 001 | 6,818 | $609,052,473 | 2023 |
| Breakthru Beverage Minnesota Beer, LLC Local 792 401(K) Profit Sharing Plan | 005 | 194 | $20,457,694 | 2023 |
| Breakthru Beverage Locals 14, 26, 533, 710 401(K) Profit Sharing Plan | 007 | 359 | $17,262,422 | 2023 |
| Reliable Churchill Local 570 401(K) Plan | 002 | 84 | $1,449,911 | 2023 |
| Breakthru Beverage Group Co, Dc, De, Fl, Md, Ny, Pa, Sc, Va Health Benefits Plan | 501 | 3,804 | not reported in the loaded dataset | 2023 |
| Breakthru Beverage Group Employee Benefits Plan For Az,Il,Mn,Nv,Wi Health Benefits Plan | 502 | 1,676 | not reported in the loaded dataset | 2023 |
| Breakthru Beverage Group Mo Health Benefits Plan | 522 | 429 | not reported in the loaded dataset | 2023 |
| Breakthru Beverage Employee Benefits Plan For Illinois Local 3 Health Benefits Plan | 512 | 341 | not reported in the loaded dataset | 2023 |
| Breakthru Beverage Employee Benefits Plan For Minnesota Beer Local 792 Health Benefits Plan | 509 | 239 | not reported in the loaded dataset | 2023 |
| Breakthru Beverage Employee Benefits Plan For Colorado Local 455 Health Benefits Plan | 506 | 180 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Breakthru Beverage Group Co, Dc, De, Fl, Md, Ny, Pa, Sc, Va Health Benefits Plan | 3,804 | — | 20240926153837NAL0001002529001 |
| 2023 | Breakthru Beverage Group Employee Benefits Plan For Az,Il,Mn,Nv,Wi Health Benefits Plan | 1,676 | — | 20240926153931NAL0000877649001 |
| 2023 | Breakthru Beverage Employee Benefits Plan For Colorado Local 455 Health Benefits Plan | 180 | — | 20240926154040NAL0001562352001 |
| 2023 | Breakthru Beverage Employee Benefits Plan For Minnesota Beer Local 792 Health Benefits Plan | 239 | — | 20240926154126NAL0001562688001 |
| 2023 | Breakthru Beverage Employee Benefits Plan For Illinois Local 3 Health Benefits Plan | 341 | — | 20240926154202NAL0000878817001 |
| 2023 | Breakthru Beverage Minnesota Beer, LLC Local 792 401(K) Profit Sharing Plan | 194 | H, C | 20241008130417NAL0008355395001 |
| 2023 | Breakthru Beverage Locals 14, 26, 533, 710 401(K) Profit Sharing Plan | 359 | H, C | 20241008130657NAL0017601953001 |
| 2023 | Reliable Churchill Local 570 401(K) Plan | 84 | I | 20241009084726NAL0010445619001 |