2023 Form 5500 filing — Beam Pension 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 20241015090546NAL0016027731001) for Beam Pension Plan, reported by Beam Global Spirits & Wine, Inc. under EIN 36-4054676 and plan number 002. It reports 1,235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090546NAL0016027731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beam Global Spirits & Wine, Inc.
- EIN
- 36-4054676
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 1,235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $170,082,180
- Total liabilities (EOY)
- $70,389
- Net assets (EOY)
- $170,011,791
- Total income / additions
- $14,044,700
- Benefits paid
- $53,704,613
- Administrative expenses
- $1,746,727
- Total expenses
- $55,451,340
- Net increase / (decrease)
- -$41,406,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | NONE | $517,204 | not reported in the loaded dataset |
| Hewitt Ennisknupp, Inc. | NONE | $233,997 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $91,713 | $0 |
| Willis Tower Watson Us LLC | NONE | $54,000 | not reported in the loaded dataset |
| Michael Best & Friedrich | NONE | $51,554 | not reported in the loaded dataset |
| Grant Thornton Llp | NONE | $24,150 | not reported in the loaded dataset |