Plan5500

2023 Form 5500 filing — Brown & Williamson Tobacco Corporation Welfare & Fringe Benefits 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 20241003094809NAL0004750115001) for Brown & Williamson Tobacco Corporation Welfare & Fringe Benefits Plan, reported by Reynolds American Inc. under EIN 20-0546644 and plan number 508. It reports 1,089 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241003094809NAL0004750115001
Filing year
2023
Form type
2
Plan sponsor
Reynolds American Inc.
EIN
20-0546644
Plan number
508
Location
Winston-Salem, NC
Participants
1,089
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$171,590,228
Total liabilities (EOY)
$900,277
Net assets (EOY)
$170,689,951
Participant contributions
$644,786
Total income / additions
$18,779,779
Benefits paid
$15,296,432
Administrative expenses
$2,449,390
Total expenses
$17,745,822
Net increase / (decrease)
$1,033,957
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John HancockNONE$901,588not reported in the loaded dataset
BcbsncNONE$629,891not reported in the loaded dataset
Express Scripts Inc.NONE$114,816not reported in the loaded dataset
AlightNONE$107,527not reported in the loaded dataset
National Life InsuranceNONE$80,527not reported in the loaded dataset
Cbiz Cpas P.C.NONE$28,615not reported in the loaded dataset
Jp Morgan Chase Bank, NaNONE$6,932not reported in the loaded dataset

Related Form 5500 pages