Constellation Brands, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Constellation Brands, 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, Constellation Brands, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Constellation Brands, Inc. under EIN 16-0716709 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,973 participants and $978,889,398 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Constellation Brands, Inc.
- EIN
- 16-0716709
- Plan number
- 002
- Plan type
- 2
- Location
- Victor, NY
- Latest filing year
- 2023
- Participants
- 5,973
- End-of-year plan assets
- $978,889,398
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,973 | H, C | 20241014135009NAL0027466161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $978,889,398
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $978,889,398
- Net assets (BOY)
- $837,208,863
Income & contributions
- Employer contributions
- $24,949,285
- Participant contributions
- $40,249,268
- Total contributions
- $71,631,496
- Total income / additions
- $217,943,242
Expenses & distributions
- Benefits paid
- $76,214,898
- Administrative expenses
- $444,626
- Total expenses
- $76,718,066
- Net increase / (decrease)
- $141,225,176
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $347,609 | $0 | 2023 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $76,043 | not reported in the loaded dataset | 2023 |
| Bonadio & Co Llp | AUDITOR | $15,750 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisers LLC | BROKERAGE SERVICES | $2,945 | not reported in the loaded dataset | 2023 |
| Driven Investments LLC | BROKERAGE SERVICES | $904 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | BROKERAGE SERVICES | $868 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | BROKERAGE SERVICES | $507 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Constellation Brands, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Victor, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Bonadio & Co Llp — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation
- Driven Investments LLC — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation