2023 Form 5500 filing — Brown-Forman Corporation Savings Plan For Collectively Bargained Employees
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240919093511NAL0005723457001) for Brown-Forman Corporation Savings Plan For Collectively Bargained Employees, reported by Brown-Forman Corporation under EIN 61-0143150 and plan number 016. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919093511NAL0005723457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brown-Forman Corporation
- EIN
- 61-0143150
- Plan number
- 016
- Location
- Louisville, KY
- Participants
- 449
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,923,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,923,632
- Employer contributions
- $1,192,863
- Participant contributions
- $1,768,271
- Total income / additions
- $6,321,451
- Benefits paid
- $3,504,059
- Administrative expenses
- $15,132
- Total expenses
- $3,519,191
- Net increase / (decrease)
- $2,802,260
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $6,481 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $2,026 | $0 |