Plan5500

Lvmh Affiliates' Retirement Plan, Wines & Spirits — Form 5500 plan (Moet Hennessy 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, Lvmh Affiliates' Retirement Plan, Wines & Spirits is a benefit plan reported by Moet Hennessy Usa Inc. under EIN 13-5371790 and plan number 001. The latest loaded filing year is 2023. The filing reports 997 participants and $134,209,771 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Moet Hennessy Usa Inc.
EIN
13-5371790
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
997
End-of-year plan assets
$134,209,771

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023997H, C20241015202542NAL0017178963003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$134,209,771
Net assets (EOY)
$134,209,771
Net assets (BOY)
$128,356,231

Income & contributions

Employer contributions
$7,657,985
Total contributions
$7,657,985
Total income / additions
$21,046,246

Expenses & distributions

Benefits paid
$14,084,624
Administrative expenses
$1,108,082
Total expenses
$15,192,706
Net increase / (decrease)
$5,853,540

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon ConsultingNONE$558,080not reported in the loaded dataset2023
Sei Private Trust CompanyNONE$411,290not reported in the loaded dataset2023
Buchbinder Tunick & Company LlpNONE$43,000not reported in the loaded dataset2023

Related Form 5500 pages