Brown-Forman Corporation Savings 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 Savings Plan is a benefit plan reported by Brown-Forman Corporation under EIN 61-0143150 and plan number 006. The latest loaded filing year is 2023. The filing reports 3,038 participants and $631,006,051 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
006
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
3,038
End-of-year plan assets
$631,006,051

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,038H, C20240919092121NAL0005681697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$631,006,051
Total liabilities (EOY)
$0
Net assets (EOY)
$631,006,051
Net assets (BOY)
$606,992,524

Income & contributions

Employer contributions
$12,755,348
Participant contributions
$23,863,527
Total contributions
$40,579,106
Total income / additions
$121,888,962

Expenses & distributions

Benefits paid
$97,710,603
Administrative expenses
$103,023
Total expenses
$97,875,435
Net increase / (decrease)
$24,013,527

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCNONE$85,653not reported in the loaded dataset2023
Empower Annuity Insurance Company ONONE$6,985$02023

Related Form 5500 pages