Plan5500

Savings Plan For Employees Of Pernod Ricard Usa, LLC — Form 5500 plan (Pernod Ricard 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, Savings Plan For Employees Of Pernod Ricard Usa, LLC is a benefit plan reported by Pernod Ricard Usa, LLC under EIN 52-2318616 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,248 participants and $298,368,048 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$298.4MPlan net assets, end of year$298,368,048
Participants2.2KCovered participants reported2,248
Assets / participant$132.7KComputed: assets ÷ participants$132,726 (computed)
Provider compensation$184.5K4 Schedule C provider row(s)$184,473
Plan sponsor
Pernod Ricard Usa, LLC
EIN
52-2318616
Plan number
004
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,248H, C20241003102109NAL0010393921001
Schedule H · 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)$298.4M total assets
Net assets$298.4MLiabilities$0
Money in vs. money out
Total income / additions$84.9M
Total expenses$28.8M
Benefits paid / distributions$28.6M
Contributions
Employer$13.9M
Participant$14.1M
Full reported line items

Net assets

Total assets (EOY)
$298,368,048
Total liabilities (EOY)
$0
Net assets (EOY)
$298,368,048
Net assets (BOY)
$242,313,727

Income & contributions

Employer contributions
$13,881,424
Participant contributions
$14,099,305
Total contributions
$30,985,351
Total income / additions
$84,878,518

Expenses & distributions

Benefits paid
$28,606,608
Administrative expenses
$184,473
Total expenses
$28,824,197
Net increase / (decrease)
$56,054,321
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 50%Participant 50%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nepc, LLCCONSULTANT$71,641not reported in the loaded dataset2023
Warner Norcross & JuATTORNEY/LEGAL$58,329not reported in the loaded dataset2023
WeisermazarsCONSULTANT$37,440not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$17,063$02023

Related Form 5500 pages