Brown-Forman Corporation Savings Plan For Collectively Bargained Employees — Form 5500 plan (Brown-Forman Corporation)
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, Brown-Forman Corporation Savings Plan For Collectively Bargained Employees is a benefit plan reported by Brown-Forman Corporation under EIN 61-0143150 and plan number 016. The latest loaded filing year is 2023. The filing reports 449 participants and $37,923,632 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brown-Forman Corporation
- EIN
- 61-0143150
- Plan number
- 016
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 449
- End-of-year plan assets
- $37,923,632
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 449 | H, C | 20240919093511NAL0005723457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,923,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,923,632
- Net assets (BOY)
- $35,121,372
Income & contributions
- Employer contributions
- $1,192,863
- Participant contributions
- $1,768,271
- Total contributions
- $2,961,134
- Total income / additions
- $6,321,451
Expenses & distributions
- Benefits paid
- $3,504,059
- Administrative expenses
- $15,132
- Total expenses
- $3,519,191
- Net increase / (decrease)
- $2,802,260
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $6,481 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $2,026 | $0 | 2023 |