Heineken Usa Savings And Retirement Plan — Form 5500 plan (Heineken Usa, Inc.)

Plain-English plan 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, Heineken Usa Savings And Retirement Plan is a benefit plan reported by Heineken Usa, Inc. under EIN 13-1539933 and plan number 003. The latest loaded filing year is 2023. The filing reports 849 participants and $180,942,020 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heineken Usa, Inc.
EIN
13-1539933
Plan number
003
Plan type
2
Location
White Plains, NY
Latest filing year
2023
Participants
849
End-of-year plan assets
$180,942,020

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023849H, C20241011134906NAL0022870529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$180,942,020
Total liabilities (EOY)
$0
Net assets (EOY)
$180,942,020
Net assets (BOY)
$142,883,787

Income & contributions

Employer contributions
$2,878,381
Participant contributions
$6,423,642
Total contributions
$12,001,172
Total income / additions
$44,576,846

Expenses & distributions

Benefits paid
$6,615,463
Administrative expenses
-$100,962
Total expenses
$6,518,613
Net increase / (decrease)
$38,058,233

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
CaptrustCONSULTANT$41,250not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$143,187$02023

Related Form 5500 pages