Canandaigua Wine Company, Inc. Union 401(K) Plan — Form 5500 plan (Constellation Brands U.S. Operations, 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, Canandaigua Wine Company, Inc. Union 401(K) Plan is a benefit plan reported by Constellation Brands U.S. Operations, Inc. under EIN 16-1462887 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $19,591,009 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Constellation Brands U.S. Operations, Inc.
- EIN
- 16-1462887
- Plan number
- 001
- Plan type
- 2
- Location
- Victor, NY
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $19,591,009
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20241014135218NAL0013400451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,591,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,591,009
- Net assets (BOY)
- $17,214,321
Income & contributions
- Employer contributions
- $569,035
- Participant contributions
- $1,048,313
- Total contributions
- $1,617,348
- Total income / additions
- $4,299,771
Expenses & distributions
- Benefits paid
- $1,445,941
- Administrative expenses
- $14,707
- Total expenses
- $1,467,724
- Net increase / (decrease)
- $2,832,047
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $12,500 | $0 | 2023 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $1,457 | not reported in the loaded dataset | 2023 |
| Bonadio & Co Llp | AUDITOR | $750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Constellation Brands U.S. Operations, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Victor, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Bonadio & Co Llp — Schedule C compensation