2023 Form 5500 filing — Lvmh Affiliates' Retirement Plan, Wines & Spirits
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 20241015202542NAL0017178963003) for Lvmh Affiliates' Retirement Plan, Wines & Spirits, reported by Moet Hennessy Usa Inc. under EIN 13-5371790 and plan number 001. It reports 997 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015202542NAL0017178963003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moet Hennessy Usa Inc.
- EIN
- 13-5371790
- Plan number
- 001
- Location
- New York, NY
- Participants
- 997
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $134,209,771
- Net assets (EOY)
- $134,209,771
- Employer contributions
- $7,657,985
- Total income / additions
- $21,046,246
- Benefits paid
- $14,084,624
- Administrative expenses
- $1,108,082
- Total expenses
- $15,192,706
- Net increase / (decrease)
- $5,853,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | NONE | $558,080 | not reported in the loaded dataset |
| Sei Private Trust Company | NONE | $411,290 | not reported in the loaded dataset |
| Buchbinder Tunick & Company Llp | NONE | $43,000 | not reported in the loaded dataset |