2023 Form 5500 filing — Beam Suntory Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011235404NAL0013022819001) for Beam Suntory Retirement Savings Plan, reported by Beam Suntory Inc. under EIN 13-3295276 and plan number 001. It reports 2,883 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011235404NAL0013022819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beam Suntory Inc.
- EIN
- 13-3295276
- Plan number
- 001
- Location
- New York, NY
- Participants
- 2,883
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $577,239,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $577,239,078
- Employer contributions
- $31,092,627
- Participant contributions
- $20,473,719
- Total income / additions
- $147,436,990
- Benefits paid
- $45,835,613
- Administrative expenses
- $173,158
- Total expenses
- $46,020,836
- Net increase / (decrease)
- $101,416,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv Inst Operations Co LLC | NONE | $142,252 | $0 |
| Grant Thornton | NONE | $25,620 | not reported in the loaded dataset |
| Deloitte Tax Llp | NONE | $5,285 | not reported in the loaded dataset |