Who sponsors the Sazerac Company, Inc. 401(K) Plan For Union Employees?

Sazerac Company, Inc. 401(K) Plan For Union Employees is reported as sponsored by Sazerac Company, Inc. (EIN 72-0310180, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Sazerac Company, Inc. 401(K) Plan For Union Employees?

The latest Form 5500 filing year loaded for Sazerac Company, Inc. 401(K) Plan For Union Employees is 2023.

How many participants does Sazerac Company, Inc. 401(K) Plan For Union Employees report?

Sazerac Company, Inc. 401(K) Plan For Union Employees reports 1,560 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Sazerac Company, Inc. 401(K) Plan For Union Employees?

Sazerac Company, Inc. 401(K) Plan For Union Employees reports $87,118,921 in end-of-year plan assets in its latest loaded Form 5500 filing.

Sazerac Company, Inc. 401(K) Plan For Union Employees — Form 5500 plan (Sazerac Company, Inc.)

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, Sazerac Company, Inc. 401(K) Plan For Union Employees is a benefit plan reported by Sazerac Company, Inc. under EIN 72-0310180 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,560 participants and $87,118,921 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$87.1MPlan net assets, end of year$87,118,921

Participants1.6KCovered participants reported1,560

Assets / participant$55.8KComputed: assets ÷ participants$55,845 (computed)

Provider compensation$86.5K5 Schedule C provider row(s)$86,481

Plan sponsor: Sazerac Company, Inc.
EIN: 72-0310180
Plan number: 002
Plan type: 2
Location: Frankfurt, KY
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	1,560	H, C	20241011144543NAL0011038995001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$87.1M total assets

Net assets$87.1MLiabilities—

Money in vs. money out

Total income / additions$23.8M

Total expenses$6.3M

Benefits paid / distributions$6.2M

Contributions

Employer$3.9M

Participant$7.2M

Full reported line items

Net assets

Total assets (EOY): $87,118,921
Net assets (EOY): $87,118,921
Net assets (BOY): $69,639,290

Income & contributions

Employer contributions: $3,918,297
Participant contributions: $7,176,050
Total contributions: $11,258,640
Total income / additions: $23,787,836

Expenses & distributions

Benefits paid: $6,214,283
Administrative expenses: $86,481
Total expenses: $6,308,205
Net increase / (decrease): $17,479,631

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

35%65%

Employer 35%Participant 65%

Total expenses ÷ net assets7%Computed ratio

Benefits paid ÷ total income26%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Transamerica Retirement Solutions	RECORD KEEPER	$64,231	$0	2023
Ubs Financial Services, Inc	INVESTMENT ADVISOR	$13,250	not reported in the loaded dataset	2023
Crowe Llp	AUDITOR	$9,000	not reported in the loaded dataset	2023
National Financial Services	SECURITIES BROKER	$0	$0	2023
Mid Atlantic Capital Corporation	SECURITIES BROKER	$0	$0	2023