2023 Form 5500 filing — Brown-Forman Corporation Retirement 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 20241014183406NAL0026948993001) for Brown-Forman Corporation Retirement Plan, reported by Brown-Forman Corporation under EIN 61-0143150 and plan number 001. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014183406NAL0026948993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brown-Forman Corporation
- EIN
- 61-0143150
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 380
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,630,918
- Total liabilities (EOY)
- $7,373
- Net assets (EOY)
- $38,623,545
- Total income / additions
- $2,823,413
- Benefits paid
- $4,153,684
- Administrative expenses
- $96,396
- Total expenses
- $4,250,080
- Net increase / (decrease)
- -$1,426,667
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hewitt Associates | NONE | $47,131 | not reported in the loaded dataset |
| Crowe Llp | NONE | $14,145 | not reported in the loaded dataset |
| Mcm Cpas & Advisors Llp | NONE | $7,149 | not reported in the loaded dataset |