2023 Form 5500 filing — Savings Plan For Employees Of Pernod Ricard Usa, LLC
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 20241003102109NAL0010393921001) for Savings Plan For Employees Of Pernod Ricard Usa, LLC, reported by Pernod Ricard Usa, LLC under EIN 52-2318616 and plan number 004. It reports 2,248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$298.4MReported net assets$298,368,048
Participants2.2K2,248
Provider compensation$184.5K4 Schedule C row(s)$184,473
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003102109NAL0010393921001
- Plan sponsor
- Pernod Ricard Usa, LLC
- EIN
- 52-2318616
- Plan number
- 004
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$298.4M total assets
Net assets$298.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $298,368,048
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $298,368,048
- Employer contributions
- $13,881,424
- Participant contributions
- $14,099,305
- Total income / additions
- $84,878,518
- Benefits paid
- $28,606,608
- Administrative expenses
- $184,473
- Total expenses
- $28,824,197
- Net increase / (decrease)
- $56,054,321
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nepc, LLC | CONSULTANT | $71,641 | not reported in the loaded dataset |
| Warner Norcross & Ju | ATTORNEY/LEGAL | $58,329 | not reported in the loaded dataset |
| Weisermazars | CONSULTANT | $37,440 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $17,063 | $0 |