2023 Form 5500 filing — North American Breweries, Inc. Employees' Savings And Investment Plan
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 20240924132635NAL0004718931001) for North American Breweries, Inc. Employees' Savings And Investment Plan, reported by North American Breweries, Inc. under EIN 80-0301528 and plan number 001. It reports 902 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924132635NAL0004718931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North American Breweries, Inc.
- EIN
- 80-0301528
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 902
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,225,880
- Net assets (EOY)
- $75,225,880
- Employer contributions
- $1,376,504
- Participant contributions
- $3,456,046
- Total income / additions
- $17,689,215
- Benefits paid
- $8,871,245
- Administrative expenses
- $120,287
- Total expenses
- $8,991,532
- Net increase / (decrease)
- $8,697,683
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $86,287 | not reported in the loaded dataset |
| Insero And Co Cpas Llp | NONE | $14,000 | not reported in the loaded dataset |
| Ubs Financial Services Inc | NONE | $10,000 | not reported in the loaded dataset |
| Ubs Ag | NONE | $10,000 | not reported in the loaded dataset |