Plan5500

Sazerac Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 72-0310180) is a plan sponsor located in Louisville, KY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
72-0310180
Location
Louisville, KY
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$219.6MSummed across loaded plans$219,626,189
Total reported assets$219.6M$219,626,189
Total reported participants8.9K8,945
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$219.6M total assets
Net assets$219.6MLiabilities—
Contributions & income
Employer contributions$11.1M
Participant contributions$23.9M
Total income / additions$73.1M
Expenses & distributions
Benefits paid / distributions$21M
Total expenses$21.3M
Net increase / (decrease)$51.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets60%Sazerac Company, Inc. 401(K) Plan
Participants per plan2,982Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sazerac Company, Inc. 401(K) Plan$132.5M
    Plan #001 · 3,060 participants · 2023
  2. 2
    Sazerac Company, Inc. 401(K) Plan For Union Employees$87.1M
    Plan #002 · 1,560 participants · 2023
  3. 3
    Sazerac Companynot reported in the loaded dataset
    Plan #501 · 4,325 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sazerac Company
YearPlanParticipantsSchedulesFiling
2023Sazerac Company4,325—20240814142146NAL0025726578001
2023Sazerac Company, Inc. 401(K) Plan3,060H, C20241011144245NAL0011034451003
2023Sazerac Company, Inc. 401(K) Plan For Union Employees1,560H, C20241011144543NAL0011038995001

Related Form 5500 pages