2023 Form 5500 filing — Pernod Ricard Usa, LLC Employees' Retirement 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 20241004103813NAL0012103377001) for Pernod Ricard Usa, LLC Employees' Retirement Plan, reported by Pernod Ricard Usa, LLC under EIN 52-2318616 and plan number 005. It reports 2,616 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004103813NAL0012103377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pernod Ricard Usa, LLC
- EIN
- 52-2318616
- Plan number
- 005
- Location
- New York, NY
- Participants
- 2,616
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $276,320,557
- Total liabilities (EOY)
- $283,472
- Net assets (EOY)
- $276,037,085
- Employer contributions
- $4,000,000
- Total income / additions
- $35,809,771
- Benefits paid
- $21,584,946
- Administrative expenses
- $1,599,927
- Total expenses
- $23,184,873
- Net increase / (decrease)
- $12,624,898
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust Company | NONE | $652,318 | $0 |
| Mercer | NONE | $231,746 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $129,036 | not reported in the loaded dataset |
| Blackrock Institutional Trust Compa | NONE | $65,320 | $0 |
| Warner Norcross & Judd Llp | NONE | $60,267 | not reported in the loaded dataset |
| Mazars Usa Llp | NONE | $34,320 | not reported in the loaded dataset |