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, Heaven Hill Distilleries, Inc. Savings And Retirement Plan For Collective Bargaining Employees is a benefit plan reported by Heaven Hill Distilleries, Inc. under EIN 61-0402960 and plan number 002. The latest loaded filing year is 2023. The filing reports 571 participants and $34,119,248 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,119,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,119,248
- Net assets (BOY)
- $30,686,794
Income & contributions
- Employer contributions
- $514,420
- Participant contributions
- $1,533,197
- Total contributions
- $2,074,210
- Total income / additions
- $6,246,081
Expenses & distributions
- Benefits paid
- $2,811,402
- Administrative expenses
- $2,225
- Total expenses
- $2,813,627
- Net increase / (decrease)
- $3,432,454