Brown-Forman Corporation Hourly 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 Hourly Employees Retirement Plan is a benefit plan reported by Brown-Forman Corporation under EIN 61-0143150 and plan number 009. The latest loaded filing year is 2023. The filing reports 727 participants and $50,654,859 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
- 009
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 727
- End-of-year plan assets
- $50,654,859
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 727 | H, C | 20241014183303NAL0053538386001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,654,859
- Total liabilities (EOY)
- $5,716
- Net assets (EOY)
- $50,649,143
- Net assets (BOY)
- $53,370,851
Income & contributions
- Employer contributions
- $2,300,000
- Total contributions
- $2,300,000
- Total income / additions
- $5,825,319
Expenses & distributions
- Benefits paid
- $8,386,340
- Administrative expenses
- $160,687
- Total expenses
- $8,547,027
- Net increase / (decrease)
- -$2,721,708
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hewitt Associates | NONE | $66,424 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $14,145 | not reported in the loaded dataset | 2023 |
| Mcm Cpas & Advisors Llp | NONE | $8,700 | not reported in the loaded dataset | 2023 |