Pernod Ricard Usa, LLC Employees' Retirement Plan — 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, Pernod Ricard Usa, LLC Employees' Retirement Plan is a benefit plan reported by Pernod Ricard Usa, LLC under EIN 52-2318616 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,616 participants and $276,320,557 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pernod Ricard Usa, LLC
- EIN
- 52-2318616
- Plan number
- 005
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 2,616
- End-of-year plan assets
- $276,320,557
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,616 | H, C | 20241004103813NAL0012103377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $276,320,557
- Total liabilities (EOY)
- $283,472
- Net assets (EOY)
- $276,037,085
- Net assets (BOY)
- $263,412,187
Income & contributions
- Employer contributions
- $4,000,000
- Total contributions
- $4,000,000
- Total income / additions
- $35,809,771
Expenses & distributions
- Benefits paid
- $21,584,946
- Administrative expenses
- $1,599,927
- Total expenses
- $23,184,873
- Net increase / (decrease)
- $12,624,898
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust Company | NONE | $652,318 | $0 | 2023 |
| Mercer | NONE | $231,746 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $129,036 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Compa | NONE | $65,320 | $0 | 2023 |
| Warner Norcross & Judd Llp | NONE | $60,267 | not reported in the loaded dataset | 2023 |
| Mazars Usa Llp | NONE | $34,320 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pernod Ricard Usa, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Northern Trust Company — Schedule C compensation
- Mercer — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Blackrock Institutional Trust Compa — Schedule C compensation
- Warner Norcross & Judd Llp — Schedule C compensation
- Mazars Usa Llp — Schedule C compensation