North American Breweries, Inc. Employees' Savings And Investment Plan — Form 5500 plan (North American Breweries, 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, North American Breweries, Inc. Employees' Savings And Investment Plan is a benefit plan reported by North American Breweries, Inc. under EIN 80-0301528 and plan number 001. The latest loaded filing year is 2023. The filing reports 902 participants and $75,225,880 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North American Breweries, Inc.
- EIN
- 80-0301528
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 902
- End-of-year plan assets
- $75,225,880
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 902 | H, C | 20240924132635NAL0004718931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,225,880
- Net assets (EOY)
- $75,225,880
- Net assets (BOY)
- $66,528,197
Income & contributions
- Employer contributions
- $1,376,504
- Participant contributions
- $3,456,046
- Total contributions
- $5,796,776
- Total income / additions
- $17,689,215
Expenses & distributions
- Benefits paid
- $8,871,245
- Administrative expenses
- $120,287
- Total expenses
- $8,991,532
- Net increase / (decrease)
- $8,697,683
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $86,287 | not reported in the loaded dataset | 2023 |
| Insero And Co Cpas Llp | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Ubs Ag | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North American Breweries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Insero And Co Cpas Llp — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Ubs Ag — Schedule C compensation