Beam Pension Plan — Form 5500 plan (Beam Global Spirits & Wine, 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 Pension Plan is a benefit plan reported by Beam Global Spirits & Wine, Inc. under EIN 36-4054676 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,235 participants and $170,082,180 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beam Global Spirits & Wine, Inc.
- EIN
- 36-4054676
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,235
- End-of-year plan assets
- $170,082,180
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,235 | H, C | 20241015090546NAL0016027731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $170,082,180
- Total liabilities (EOY)
- $70,389
- Net assets (EOY)
- $170,011,791
- Net assets (BOY)
- $211,418,431
Income & contributions
- Total contributions
- $0
- Total income / additions
- $14,044,700
Expenses & distributions
- Benefits paid
- $53,704,613
- Administrative expenses
- $1,746,727
- Total expenses
- $55,451,340
- Net increase / (decrease)
- -$41,406,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting | NONE | $517,204 | not reported in the loaded dataset | 2023 |
| Hewitt Ennisknupp, Inc. | NONE | $233,997 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $91,713 | $0 | 2023 |
| Willis Tower Watson Us LLC | NONE | $54,000 | not reported in the loaded dataset | 2023 |
| Michael Best & Friedrich | NONE | $51,554 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $24,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beam Global Spirits & Wine, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Aon Consulting — Schedule C compensation
- Hewitt Ennisknupp, Inc. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Willis Tower Watson Us LLC — Schedule C compensation
- Michael Best & Friedrich — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation