Plan5500

Brown-Forman Corporation Salaried Employees 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 Salaried Employees Retirement Plan is a benefit plan reported by Brown-Forman Corporation under EIN 61-0143150 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,926 participants and $499,207,588 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
002
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
2,926
End-of-year plan assets
$499,207,588

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,926H, C20241014183353NAL0045660480001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$499,207,588
Total liabilities (EOY)
$51,114
Net assets (EOY)
$499,156,474
Net assets (BOY)
$559,545,720

Income & contributions

Employer contributions
$5,500,000
Total contributions
$5,500,000
Total income / additions
$41,648,999

Expenses & distributions

Benefits paid
$101,174,772
Administrative expenses
$863,473
Total expenses
$102,038,245
Net increase / (decrease)
-$60,389,246

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hewitt AssociatesNONE$466,606not reported in the loaded dataset2023
Mcm Cpas & Advisors LlpNONE$91,716not reported in the loaded dataset2023
Crowe LlpNONE$18,348not reported in the loaded dataset2023

Related Form 5500 pages