BACARDI CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP.
401k plan membership statisitcs for GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP.
| Measure | Date | Value |
|---|
| 2023: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-04-01 | 132 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-04-01 | 125 |
| Total of all active and inactive participants | 2023-04-01 | 125 |
| Total participants | 2023-04-01 | 125 |
| 2022: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-04-01 | 127 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 96 |
| Number of retired or separated participants receiving benefits | 2022-04-01 | 36 |
| Total of all active and inactive participants | 2022-04-01 | 132 |
| Total participants | 2022-04-01 | 132 |
| 2021: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-04-01 | 199 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 127 |
| Total of all active and inactive participants | 2021-04-01 | 127 |
| Total participants | 2021-04-01 | 127 |
| 2020: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-01 | 205 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 140 |
| Number of retired or separated participants receiving benefits | 2020-04-01 | 59 |
| Total of all active and inactive participants | 2020-04-01 | 199 |
| Total participants | 2020-04-01 | 199 |
| 2019: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-04-01 | 216 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 148 |
| Number of retired or separated participants receiving benefits | 2019-04-01 | 57 |
| Total of all active and inactive participants | 2019-04-01 | 205 |
| Total participants | 2019-04-01 | 205 |
| 2017: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-01 | 224 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 150 |
| Number of retired or separated participants receiving benefits | 2017-04-01 | 60 |
| Total of all active and inactive participants | 2017-04-01 | 210 |
| Total participants | 2017-04-01 | 210 |
| 2016: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-01 | 258 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 156 |
| Number of retired or separated participants receiving benefits | 2016-04-01 | 68 |
| Total of all active and inactive participants | 2016-04-01 | 224 |
| Total participants | 2016-04-01 | 224 |
| 2015: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 261 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 167 |
| Number of retired or separated participants receiving benefits | 2015-04-01 | 91 |
| Total of all active and inactive participants | 2015-04-01 | 258 |
| Total participants | 2015-04-01 | 258 |
| 2014: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 285 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 112 |
| Number of retired or separated participants receiving benefits | 2014-04-01 | 88 |
| Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 0 |
| Total of all active and inactive participants | 2014-04-01 | 200 |
| 2013: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 360 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 179 |
| Number of retired or separated participants receiving benefits | 2013-04-01 | 174 |
| Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 0 |
| Total of all active and inactive participants | 2013-04-01 | 353 |
| 2012: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 291 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 187 |
| Number of retired or separated participants receiving benefits | 2012-04-01 | 173 |
| Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 0 |
| Total of all active and inactive participants | 2012-04-01 | 360 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
| Total participants | 2012-04-01 | 360 |
| 2011: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 297 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 125 |
| Number of retired or separated participants receiving benefits | 2011-04-01 | 166 |
| Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 0 |
| Total of all active and inactive participants | 2011-04-01 | 291 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
| Total participants | 2011-04-01 | 291 |
| 2009: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 324 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 148 |
| Number of retired or separated participants receiving benefits | 2009-04-01 | 184 |
| Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 0 |
| Total of all active and inactive participants | 2009-04-01 | 332 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
| Total participants | 2009-04-01 | 332 |
| 2023: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2023 form 5500 responses |
|---|
| 2023-04-01 | Type of plan entity | Single employer plan |
| 2023-04-01 | Submission has been amended | No |
| 2023-04-01 | This submission is the final filing | No |
| 2023-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-04-01 | Plan is a collectively bargained plan | No |
| 2023-04-01 | Plan funding arrangement – Insurance | Yes |
| 2023-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2022 form 5500 responses |
|---|
| 2022-04-01 | Type of plan entity | Single employer plan |
| 2022-04-01 | Submission has been amended | No |
| 2022-04-01 | This submission is the final filing | No |
| 2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-04-01 | Plan is a collectively bargained plan | No |
| 2022-04-01 | Plan funding arrangement – Insurance | Yes |
| 2022-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2021 form 5500 responses |
|---|
| 2021-04-01 | Type of plan entity | Single employer plan |
| 2021-04-01 | Submission has been amended | No |
| 2021-04-01 | This submission is the final filing | No |
| 2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-04-01 | Plan is a collectively bargained plan | No |
| 2021-04-01 | Plan funding arrangement – Insurance | Yes |
| 2021-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2020 form 5500 responses |
|---|
| 2020-04-01 | Type of plan entity | Single employer plan |
| 2020-04-01 | Submission has been amended | No |
| 2020-04-01 | This submission is the final filing | No |
| 2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-04-01 | Plan is a collectively bargained plan | No |
| 2020-04-01 | Plan funding arrangement – Insurance | Yes |
| 2020-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2019 form 5500 responses |
|---|
| 2019-04-01 | Type of plan entity | Single employer plan |
| 2019-04-01 | Submission has been amended | No |
| 2019-04-01 | This submission is the final filing | No |
| 2019-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-04-01 | Plan is a collectively bargained plan | No |
| 2019-04-01 | Plan funding arrangement – Insurance | Yes |
| 2019-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2017 form 5500 responses |
|---|
| 2017-04-01 | Type of plan entity | Single employer plan |
| 2017-04-01 | Submission has been amended | No |
| 2017-04-01 | This submission is the final filing | No |
| 2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-04-01 | Plan is a collectively bargained plan | No |
| 2017-04-01 | Plan funding arrangement – Insurance | Yes |
| 2017-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2016 form 5500 responses |
|---|
| 2016-04-01 | Type of plan entity | Single employer plan |
| 2016-04-01 | Submission has been amended | No |
| 2016-04-01 | This submission is the final filing | No |
| 2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-04-01 | Plan is a collectively bargained plan | No |
| 2016-04-01 | Plan funding arrangement – Insurance | Yes |
| 2016-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2015 form 5500 responses |
|---|
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Submission has been amended | No |
| 2015-04-01 | This submission is the final filing | No |
| 2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-04-01 | Plan is a collectively bargained plan | No |
| 2015-04-01 | Plan funding arrangement – Insurance | Yes |
| 2015-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | Submission has been amended | No |
| 2014-04-01 | This submission is the final filing | No |
| 2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-04-01 | Plan is a collectively bargained plan | No |
| 2014-04-01 | Plan funding arrangement – Insurance | Yes |
| 2014-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Submission has been amended | No |
| 2013-04-01 | This submission is the final filing | No |
| 2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-04-01 | Plan is a collectively bargained plan | No |
| 2013-04-01 | Plan funding arrangement – Insurance | Yes |
| 2013-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Submission has been amended | No |
| 2012-04-01 | This submission is the final filing | No |
| 2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-04-01 | Plan is a collectively bargained plan | No |
| 2012-04-01 | Plan funding arrangement – Insurance | Yes |
| 2012-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Submission has been amended | No |
| 2011-04-01 | This submission is the final filing | No |
| 2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-04-01 | Plan is a collectively bargained plan | No |
| 2011-04-01 | Plan funding arrangement – Insurance | Yes |
| 2011-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: GROUP LIFE, AD & D AND HEALTH INSURANCE PLAN FOR ADMIN. EES OF BAC. CORP. 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Submission has been amended | No |
| 2009-04-01 | This submission is the final filing | No |
| 2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-04-01 | Plan is a collectively bargained plan | No |
| 2009-04-01 | Plan funding arrangement – Insurance | Yes |
| 2009-04-01 | Plan benefit arrangement – Insurance | Yes |
| TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 ) |
| Policy contract number | SP0004036 |
| Policy instance | 1 |
| Insurance contract or identification number | SP0004036 | | Number of Individuals Covered | 125 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $59,669 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | MAJOR MEDICAL, ORGAN AND TISSUE TRANSPLANT, SUPP AND TELECONSULTA | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 ) |
| Policy contract number | SP0004036 |
| Policy instance | 1 |
| TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 ) |
| Policy contract number | SP0004036 |
| Policy instance | 1 |
| TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 ) |
| Policy contract number | SP0004036 |
| Policy instance | 1 |
| TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 ) |
| Policy contract number | SP0004036 |
| Policy instance | 1 |
| TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 ) |
| Policy contract number | SP0004036 |
| Policy instance | 1 |
| TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 ) |
| Policy contract number | SP0004036 |
| Policy instance | 1 |
| TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 ) |
| Policy contract number | SP0004036 |
| Policy instance | 1 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX051220 |
| Policy instance | 2 |
| TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 ) |
| Policy contract number | SP0004036 |
| Policy instance | 4 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | COA001632 |
| Policy instance | 1 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK961556 |
| Policy instance | 3 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | COA001632 |
| Policy instance | 2 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX051220 |
| Policy instance | 1 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK961556 |
| Policy instance | 3 |
| TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 ) |
| Policy contract number | SP0004036 |
| Policy instance | 4 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | COA001632 |
| Policy instance | 1 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX051220 |
| Policy instance | 2 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK961556 |
| Policy instance | 3 |
| TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 ) |
| Policy contract number | 1-13410 |
| Policy instance | 4 |
| TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 ) |
| Policy contract number | 1-13410 |
| Policy instance | 4 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | COA001632 |
| Policy instance | 1 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX051220 |
| Policy instance | 2 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK961556 |
| Policy instance | 3 |
