2023 Form 5500 filing — Brown-Forman Corporation Hourly 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 20241014183303NAL0053538386001) for Brown-Forman Corporation Hourly Employees Retirement Plan, reported by Brown-Forman Corporation under EIN 61-0143150 and plan number 009. It reports 727 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014183303NAL0053538386001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brown-Forman Corporation
- EIN
- 61-0143150
- Plan number
- 009
- Location
- Louisville, KY
- Participants
- 727
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,654,859
- Total liabilities (EOY)
- $5,716
- Net assets (EOY)
- $50,649,143
- Employer contributions
- $2,300,000
- Total income / additions
- $5,825,319
- Benefits paid
- $8,386,340
- Administrative expenses
- $160,687
- Total expenses
- $8,547,027
- Net increase / (decrease)
- -$2,721,708
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hewitt Associates | NONE | $66,424 | not reported in the loaded dataset |
| Crowe Llp | NONE | $14,145 | not reported in the loaded dataset |
| Mcm Cpas & Advisors Llp | NONE | $8,700 | not reported in the loaded dataset |