Brown-Forman Corporation Retirement Plan — Form 5500 plan (Brown-Forman Corporation)
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, Brown-Forman Corporation Retirement Plan is a benefit plan reported by Brown-Forman Corporation under EIN 61-0143150 and plan number 001. The latest loaded filing year is 2023. The filing reports 380 participants and $38,630,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brown-Forman Corporation
- EIN
- 61-0143150
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 380
- End-of-year plan assets
- $38,630,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 380 | H, C | 20241014183406NAL0026948993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,630,918
- Total liabilities (EOY)
- $7,373
- Net assets (EOY)
- $38,623,545
- Net assets (BOY)
- $40,050,212
Income & contributions
- Total income / additions
- $2,823,413
Expenses & distributions
- Benefits paid
- $4,153,684
- Administrative expenses
- $96,396
- Total expenses
- $4,250,080
- Net increase / (decrease)
- -$1,426,667
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hewitt Associates | NONE | $47,131 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $14,145 | not reported in the loaded dataset | 2023 |
| Mcm Cpas & Advisors Llp | NONE | $7,149 | not reported in the loaded dataset | 2023 |