Plan5500

2023 Form 5500 filing — Constellation Brands, Inc. 401(K) And Profit Sharing 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 20241014135009NAL0027466161001) for Constellation Brands, Inc. 401(K) And Profit Sharing Plan, reported by Constellation Brands, Inc. under EIN 16-0716709 and plan number 002. It reports 5,973 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014135009NAL0027466161001
Filing year
2023
Form type
2
Plan sponsor
Constellation Brands, Inc.
EIN
16-0716709
Plan number
002
Location
Victor, NY
Participants
5,973
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$978,889,398
Total liabilities (EOY)
$0
Net assets (EOY)
$978,889,398
Employer contributions
$24,949,285
Participant contributions
$40,249,268
Total income / additions
$217,943,242
Benefits paid
$76,214,898
Administrative expenses
$444,626
Total expenses
$76,718,066
Net increase / (decrease)
$141,225,176
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Life & Annuity Insurance CoRECORDKEEPER$347,609$0
Capfinancial Partners LLC Dba CaptrINVESTMENT ADVISOR$76,043not reported in the loaded dataset
Bonadio & Co LlpAUDITOR$15,750not reported in the loaded dataset
Cetera Investment Advisers LLCBROKERAGE SERVICES$2,945not reported in the loaded dataset
Driven Investments LLCBROKERAGE SERVICES$904not reported in the loaded dataset
Envestnet Asset Management IncBROKERAGE SERVICES$868not reported in the loaded dataset
Charles Schwab & Co., Inc.BROKERAGE SERVICES$507$0

Related Form 5500 pages