Treasury Wine Estates Retirement Savings Plan — Form 5500 plan (Treasury Wine Estates Americas Company)

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, Treasury Wine Estates Retirement Savings Plan is a benefit plan reported by Treasury Wine Estates Americas Company under EIN 94-2227626 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,321 participants and $117,164,380 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Treasury Wine Estates Americas Company
EIN
94-2227626
Plan number
001
Plan type
2
Location
Napa, CA
Latest filing year
2023
Participants
1,321
End-of-year plan assets
$117,164,380

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,321H, C20250107191621NAL0009737729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$117,164,380
Total liabilities (EOY)
$0
Net assets (EOY)
$117,164,380
Net assets (BOY)
$105,947,761

Income & contributions

Employer contributions
$2,190,974
Participant contributions
$6,098,339
Total contributions
$10,313,670
Total income / additions
$23,496,791

Expenses & distributions

Benefits paid
$12,095,609
Administrative expenses
$172,385
Total expenses
$12,280,172
Net increase / (decrease)
$11,216,619

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$172,384$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$0$40,3502023

Related Form 5500 pages