2023 Form 5500 filing — Canandaigua Wine Company, Inc. Union 401(K) 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 20241014135218NAL0013400451001) for Canandaigua Wine Company, Inc. Union 401(K) Plan, reported by Constellation Brands U.S. Operations, Inc. under EIN 16-1462887 and plan number 001. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135218NAL0013400451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Constellation Brands U.S. Operations, Inc.
- EIN
- 16-1462887
- Plan number
- 001
- Location
- Victor, NY
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,591,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,591,009
- Employer contributions
- $569,035
- Participant contributions
- $1,048,313
- Total income / additions
- $4,299,771
- Benefits paid
- $1,445,941
- Administrative expenses
- $14,707
- Total expenses
- $1,467,724
- Net increase / (decrease)
- $2,832,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $12,500 | $0 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $1,457 | not reported in the loaded dataset |
| Bonadio & Co Llp | AUDITOR | $750 | not reported in the loaded dataset |