Molson Coors Puerto Rico Savings And Investment — Form 5500 plan (Molson Coors Beverage Company Usa LLC)

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, Molson Coors Puerto Rico Savings And Investment is a benefit plan reported by Molson Coors Beverage Company Usa LLC under EIN 26-2387410 and plan number 006. The latest loaded filing year is 2023. The filing reports 51 participants and $5,968,824 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6MPlan net assets, end of year$5,968,824
Participants51Covered participants reported
Assets / participant$117KComputed: assets ÷ participants$117,036 (computed)
Provider compensationNone reported
Plan sponsor
Molson Coors Beverage Company Usa LLC
EIN
26-2387410
Plan number
006
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202351I20240722084348NAL0010199553001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6M total assets
Net assets$6MLiabilities
Money in vs. money out
Total income / additions$1.2M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$156.8K
Participant$124.9K
Full reported line items

Net assets

Total assets (EOY)
$5,968,824
Net assets (EOY)
$5,968,824
Net assets (BOY)
$5,847,317

Income & contributions

Employer contributions
$156,813
Participant contributions
$124,864
Total income / additions
$1,173,485

Expenses & distributions

Benefits paid
$1,052,663
Administrative expenses
-$1,026
Total expenses
$1,051,978
Net increase / (decrease)
$121,507
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 56%Participant 44%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income90%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages