Plan5500

Beam Suntory Retirement Savings Plan — Form 5500 plan (Beam Suntory Inc.)

Plain-English plan 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, Beam Suntory Retirement Savings Plan is a benefit plan reported by Beam Suntory Inc. under EIN 13-3295276 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,883 participants and $577,239,078 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beam Suntory Inc.
EIN
13-3295276
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
2,883
End-of-year plan assets
$577,239,078

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,883H, C20241011235404NAL0013022819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$577,239,078
Total liabilities (EOY)
$0
Net assets (EOY)
$577,239,078
Net assets (BOY)
$475,730,117

Income & contributions

Employer contributions
$31,092,627
Participant contributions
$20,473,719
Total contributions
$55,167,873
Total income / additions
$147,436,990

Expenses & distributions

Benefits paid
$45,835,613
Administrative expenses
$173,158
Total expenses
$46,020,836
Net increase / (decrease)
$101,416,154

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inv Inst Operations Co LLCNONE$142,252$02023
Grant ThorntonNONE$25,620not reported in the loaded dataset2023
Deloitte Tax LlpNONE$5,285not reported in the loaded dataset2023

Related Form 5500 pages