Bacardi Corporation — 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, Bacardi Corporation (EIN 66-0175247) is a plan sponsor located in San Juan, PR with 7 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
- 66-0175247
- Location
- San Juan, PR
- Loaded plans
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $74,389,719
- Total reported liabilities (EOY)
- $189,707
- Total reported net assets (EOY)
- $74,200,012
Contributions & income
- Employer contributions
- $733,292
- Participant contributions
- $661,300
- Total income / additions
- $10,017,350
Expenses & distributions
- Benefits paid / distributions
- $5,795,123
- Total expenses
- $6,493,345
- Net increase / (decrease)
- $3,524,005
Coverage
- Total reported participants
- 1,163
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
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 |
|---|---|---|---|---|
| Retirement Plan For Employees Of Bacardi Corporation | 001 | 441 | $54,038,786 | 2023 |
| Bacardi Corp. Defined Contributions Administrative Employees Plan As Of October 1st, 2004 | 005 | 160 | $20,350,933 | 2023 |
| Disability Plan For Bacardi Corporation | 505 | 159 | not reported in the loaded dataset | 2023 |
| Health Insurance Plan For Administrative Employees And Retirees Of Bacardi Corporation Coverage Other Than Medicare Advantage | 501 | 132 | not reported in the loaded dataset | 2023 |
| Group Life And Ad&D Insurance Plan For Administrative Employees Of Bacardi Corporation | 503 | 108 | not reported in the loaded dataset | 2023 |
| Health Insurance Plan For Administrative Retirees Of Bacardi Corporation Coverage With Medicare Advantage Coverage | 502 | 98 | not reported in the loaded dataset | 2023 |
| Group Life And Ad&D And Health Insurance Plan For Production And Maintenance Employees Of Bacardi Corporation | 504 | 65 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Retirement Plan For Employees Of Bacardi Corporation | 441 | H, C | 20241014125802NAL0014958931001 |
| 2023 | Bacardi Corp. Defined Contributions Administrative Employees Plan As Of October 1st, 2004 | 160 | H, C | 20241015151221NAL0016717667001 |
| 2023 | Disability Plan For Bacardi Corporation | 159 | — | 20241029094546NAL0009579122001 |
| 2023 | Group Life And Ad&D And Health Insurance Plan For Production And Maintenance Employees Of Bacardi Corporation | 65 | — | 20241029094558NAL0009579602001 |
| 2023 | Health Insurance Plan For Administrative Retirees Of Bacardi Corporation Coverage With Medicare Advantage Coverage | 98 | — | 20241029094609NAL0004322689001 |
| 2023 | Health Insurance Plan For Administrative Employees And Retirees Of Bacardi Corporation Coverage Other Than Medicare Advantage | 132 | — | 20241029094618NAL0007272976001 |
| 2023 | Group Life And Ad&D Insurance Plan For Administrative Employees Of Bacardi Corporation | 108 | — | 20241029094627NAL0004322705001 |