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BROWN-FORMAN CORPORATION SAVINGS PLAN 401k Plan overview

Plan NameBROWN-FORMAN CORPORATION SAVINGS PLAN
Plan identification number 006

BROWN-FORMAN CORPORATION SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BROWN-FORMAN CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:BROWN-FORMAN CORPORATION
Employer identification number (EIN):610143150
NAIC Classification:312140
NAIC Description:Distilleries

Additional information about BROWN-FORMAN CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1987-07-31
Company Identification Number: 0007391706
Legal Registered Office Address: PO BOX 1080 ATTN: TAX DEPT

LOUISVILLE
United States of America (USA)
40201

More information about BROWN-FORMAN CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWN-FORMAN CORPORATION SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01
0062017-01-01CHERYL A BECKMAN CHERYL A BECKMAN2018-08-30
0062016-01-01CHERYL BECKMAN CHERYL BECKMAN2017-09-08
0062015-01-01CHERYL BECKMAN CHERYL BECKMAN2016-09-14
0062014-01-01CHERYL BECKMAN
0062013-01-01LISA STEINER
0062012-01-01LISA STEINER
0062011-01-01LISA STEINER
0062009-01-01LISA STEINER

Plan Statistics for BROWN-FORMAN CORPORATION SAVINGS PLAN

401k plan membership statisitcs for BROWN-FORMAN CORPORATION SAVINGS PLAN

Measure Date Value
2022: BROWN-FORMAN CORPORATION SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,871
Total number of active participants reported on line 7a of the Form 55002022-01-012,362
Number of retired or separated participants receiving benefits2022-01-0184
Number of other retired or separated participants entitled to future benefits2022-01-01580
Total of all active and inactive participants2022-01-013,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-013,038
Number of participants with account balances2022-01-012,982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0178
2021: BROWN-FORMAN CORPORATION SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,787
Total number of active participants reported on line 7a of the Form 55002021-01-012,348
Number of retired or separated participants receiving benefits2021-01-0149
Number of other retired or separated participants entitled to future benefits2021-01-01465
Total of all active and inactive participants2021-01-012,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-012,871
Number of participants with account balances2021-01-012,824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0169
2020: BROWN-FORMAN CORPORATION SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,945
Total number of active participants reported on line 7a of the Form 55002020-01-012,331
Number of retired or separated participants receiving benefits2020-01-0121
Number of other retired or separated participants entitled to future benefits2020-01-01427
Total of all active and inactive participants2020-01-012,779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-012,787
Number of participants with account balances2020-01-012,748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0188
2019: BROWN-FORMAN CORPORATION SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,869
Total number of active participants reported on line 7a of the Form 55002019-01-012,444
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01496
Total of all active and inactive participants2019-01-012,940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-012,945
Number of participants with account balances2019-01-012,892
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0187
2018: BROWN-FORMAN CORPORATION SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,683
Total number of active participants reported on line 7a of the Form 55002018-01-012,394
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01465
Total of all active and inactive participants2018-01-012,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0110
Total participants2018-01-012,869
Number of participants with account balances2018-01-012,821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0175
2017: BROWN-FORMAN CORPORATION SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,652
Total number of active participants reported on line 7a of the Form 55002017-01-012,291
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01387
Total of all active and inactive participants2017-01-012,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-012,683
Number of participants with account balances2017-01-012,633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0183
2016: BROWN-FORMAN CORPORATION SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,657
Total number of active participants reported on line 7a of the Form 55002016-01-012,311
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01334
Total of all active and inactive participants2016-01-012,645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-012,652
Number of participants with account balances2016-01-012,573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0163
2015: BROWN-FORMAN CORPORATION SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,649
Total number of active participants reported on line 7a of the Form 55002015-01-012,310
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01334
Total of all active and inactive participants2015-01-012,644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0113
Total participants2015-01-012,657
Number of participants with account balances2015-01-012,537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0146
2014: BROWN-FORMAN CORPORATION SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,601
Total number of active participants reported on line 7a of the Form 55002014-01-012,194
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01440
Total of all active and inactive participants2014-01-012,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0115
Total participants2014-01-012,649
Number of participants with account balances2014-01-012,555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0134
2013: BROWN-FORMAN CORPORATION SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,608
Total number of active participants reported on line 7a of the Form 55002013-01-012,020
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-01569
Total of all active and inactive participants2013-01-012,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-012,601
Number of participants with account balances2013-01-012,492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01108
2012: BROWN-FORMAN CORPORATION SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,241
Total number of active participants reported on line 7a of the Form 55002012-01-011,985
Number of retired or separated participants receiving benefits2012-01-0116
Number of other retired or separated participants entitled to future benefits2012-01-01603
Total of all active and inactive participants2012-01-012,604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-012,608
Number of participants with account balances2012-01-012,496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0139
2011: BROWN-FORMAN CORPORATION SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,174
Total number of active participants reported on line 7a of the Form 55002011-01-011,818
Number of retired or separated participants receiving benefits2011-01-0123
Number of other retired or separated participants entitled to future benefits2011-01-01393
Total of all active and inactive participants2011-01-012,234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-012,241
Number of participants with account balances2011-01-012,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0134
2009: BROWN-FORMAN CORPORATION SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,851
Total number of active participants reported on line 7a of the Form 55002009-01-011,742
Number of retired or separated participants receiving benefits2009-01-0120
Number of other retired or separated participants entitled to future benefits2009-01-01575
Total of all active and inactive participants2009-01-012,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-012,343
Number of participants with account balances2009-01-012,274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0140

Financial Data on BROWN-FORMAN CORPORATION SAVINGS PLAN

Measure Date Value
2022 : BROWN-FORMAN CORPORATION SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-8,885,263
Total unrealized appreciation/depreciation of assets2022-12-31$-8,885,263
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-66,777,741
Total loss/gain on sale of assets2022-12-31$-607,163
Total of all expenses incurred2022-12-31$68,338,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$68,194,597
Expenses. Certain deemed distributions of participant loans2022-12-31$65,474
Value of total corrective distributions2022-12-31$1,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$38,290,772
Value of total assets at end of year2022-12-31$606,992,524
Value of total assets at beginning of year2022-12-31$742,108,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$76,963
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$190,855
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$16,043,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$15,314,526
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$23,248,924
Participant contributions at end of year2022-12-31$4,238,183
Participant contributions at beginning of year2022-12-31$4,480,842
Participant contributions at end of year2022-12-31$538,384
Participant contributions at beginning of year2022-12-31$465,906
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,842,178
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$82,652
Administrative expenses (other) incurred2022-12-31$76,963
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-135,115,818
Value of net assets at end of year (total assets less liabilities)2022-12-31$606,992,524
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$742,108,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$315,628,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$429,945,553
Value of interest in pooled separate accounts at end of year2022-12-31$26,424,941
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$187,010
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$3,845
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$178,581,237
Value of interest in common/collective trusts at beginning of year2022-12-31$209,396,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-86,087,949
Net investment gain/loss from pooled separate accounts2022-12-31$-401,203
Net investment gain or loss from common/collective trusts2022-12-31$-25,403,543
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$80,606,385
Assets. Invements in employer securities at beginning of year2022-12-31$96,705,585
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$12,199,670
Employer contributions (assets) at end of year2022-12-31$975,040
Employer contributions (assets) at beginning of year2022-12-31$1,114,122
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$728,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$68,194,597
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$12,274,145
Aggregate carrying amount (costs) on sale of assets2022-12-31$12,881,308
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE, LLP
Accountancy firm EIN2022-12-31350921680
2021 : BROWN-FORMAN CORPORATION SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-8,141,011
Total unrealized appreciation/depreciation of assets2021-12-31$-8,141,011
Total transfer of assets to this plan2021-12-31$17,870
Total transfer of assets from this plan2021-12-31$910
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$123,151,480
Total loss/gain on sale of assets2021-12-31$-1,261,955
Total of all expenses incurred2021-12-31$51,148,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$50,996,237
Expenses. Certain deemed distributions of participant loans2021-12-31$100,999
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$37,180,604
Value of total assets at end of year2021-12-31$742,108,342
Value of total assets at beginning of year2021-12-31$670,088,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,107
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$200,421
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$30,603,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$28,056,173
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$22,036,199
Participant contributions at end of year2021-12-31$4,480,842
Participant contributions at beginning of year2021-12-31$4,580,653
Participant contributions at end of year2021-12-31$465,906
Participant contributions at beginning of year2021-12-31$491,112
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,320,281
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$80,930
Administrative expenses (other) incurred2021-12-31$51,107
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$72,003,137
Value of net assets at end of year (total assets less liabilities)2021-12-31$742,108,342
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$670,088,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$429,945,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$370,834,985
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$196,896
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$3,525
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$209,396,334
Value of interest in common/collective trusts at beginning of year2021-12-31$181,881,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$45,337,488
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$19,151,433
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$96,705,585
Assets. Invements in employer securities at beginning of year2021-12-31$111,440,809
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$11,824,124
Employer contributions (assets) at end of year2021-12-31$1,114,122
Employer contributions (assets) at beginning of year2021-12-31$859,440
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$2,547,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$50,996,237
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$13,310,567
Aggregate carrying amount (costs) on sale of assets2021-12-31$14,572,522
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE, LLP
Accountancy firm EIN2021-12-31350921680
2020 : BROWN-FORMAN CORPORATION SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$18,283,454
Total unrealized appreciation/depreciation of assets2020-12-31$18,283,454
Total transfer of assets to this plan2020-12-31$51,508
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$131,947,061
Total loss/gain on sale of assets2020-12-31$6,106,167
Total of all expenses incurred2020-12-31$59,031,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$59,020,724
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$33,474,663
Value of total assets at end of year2020-12-31$670,088,245
Value of total assets at beginning of year2020-12-31$597,121,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,955
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$226,233
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$15,528,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$14,517,900
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$20,592,588
Participant contributions at end of year2020-12-31$4,580,653
Participant contributions at beginning of year2020-12-31$4,897,618
Participant contributions at end of year2020-12-31$491,112
Participant contributions at beginning of year2020-12-31$373,409
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,708,065
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$86,525
Administrative expenses (other) incurred2020-12-31$10,955
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$72,915,382
Value of net assets at end of year (total assets less liabilities)2020-12-31$670,088,245
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$597,121,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$370,834,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$114,122,783
Interest on participant loans2020-12-31$226,233
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$181,881,246
Value of interest in common/collective trusts at beginning of year2020-12-31$378,085,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$36,028,213
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$22,213,466
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$111,440,809
Assets. Invements in employer securities at beginning of year2020-12-31$98,837,081
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$11,174,010
Employer contributions (assets) at end of year2020-12-31$859,440
Employer contributions (assets) at beginning of year2020-12-31$804,467
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$1,010,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$59,020,724
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$22,003,395
Aggregate carrying amount (costs) on sale of assets2020-12-31$15,897,228
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CROWE, LLP
Accountancy firm EIN2020-12-31350921680
2019 : BROWN-FORMAN CORPORATION SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$28,301,470
Total unrealized appreciation/depreciation of assets2019-12-31$28,301,470
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$161,783,175
Total loss/gain on sale of assets2019-12-31$2,245,401
Total of all expenses incurred2019-12-31$70,408,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$70,390,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$32,210,130
Value of total assets at end of year2019-12-31$597,121,355
Value of total assets at beginning of year2019-12-31$505,746,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,519
Total interest from all sources2019-12-31$205,809
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,198,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,160,598
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$19,713,298
Participant contributions at end of year2019-12-31$4,897,618
Participant contributions at beginning of year2019-12-31$4,159,989
Participant contributions at end of year2019-12-31$373,409
Participant contributions at beginning of year2019-12-31$404,903
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,348,719
Other income not declared elsewhere2019-12-31$101,068
Administrative expenses (other) incurred2019-12-31$17,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$91,374,705
Value of net assets at end of year (total assets less liabilities)2019-12-31$597,121,355
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$505,746,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$114,122,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$98,098,562
Interest on participant loans2019-12-31$205,809
Value of interest in common/collective trusts at end of year2019-12-31$378,085,997
Value of interest in common/collective trusts at beginning of year2019-12-31$325,593,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,205,477
Net investment gain or loss from common/collective trusts2019-12-31$74,315,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$98,837,081
Assets. Invements in employer securities at beginning of year2019-12-31$76,652,665
Contributions received in cash from employer2019-12-31$11,148,113
Employer contributions (assets) at end of year2019-12-31$804,467
Employer contributions (assets) at beginning of year2019-12-31$837,431
Income. Dividends from common stock2019-12-31$1,038,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$70,390,951
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$13,205,238
Aggregate carrying amount (costs) on sale of assets2019-12-31$10,959,837
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CROWE, LLP
Accountancy firm EIN2019-12-31350921680
2018 : BROWN-FORMAN CORPORATION SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-11,249,836
Total unrealized appreciation/depreciation of assets2018-12-31$-11,249,836
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$6,282,146
Total loss/gain on sale of assets2018-12-31$-878,999
Total of all expenses incurred2018-12-31$63,778,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$63,763,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$32,074,656
Value of total assets at end of year2018-12-31$505,746,650
Value of total assets at beginning of year2018-12-31$563,243,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,499
Total interest from all sources2018-12-31$160,956
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,851,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,199,684
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$19,054,268
Participant contributions at end of year2018-12-31$4,159,989
Participant contributions at beginning of year2018-12-31$4,213,690
Participant contributions at end of year2018-12-31$404,903
Participant contributions at beginning of year2018-12-31$375,200
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,099,354
Other income not declared elsewhere2018-12-31$110,688
Administrative expenses (other) incurred2018-12-31$15,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-57,496,505
Value of net assets at end of year (total assets less liabilities)2018-12-31$505,746,650
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$563,243,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$98,098,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$113,604,263
Interest on participant loans2018-12-31$160,956
Value of interest in common/collective trusts at end of year2018-12-31$325,593,100
Value of interest in common/collective trusts at beginning of year2018-12-31$356,796,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,290,821
Net investment gain or loss from common/collective trusts2018-12-31$-9,495,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$76,652,665
Assets. Invements in employer securities at beginning of year2018-12-31$87,393,150
Contributions received in cash from employer2018-12-31$10,921,034
Employer contributions (assets) at end of year2018-12-31$837,431
Employer contributions (assets) at beginning of year2018-12-31$859,986
Income. Dividends from common stock2018-12-31$2,651,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$63,763,152
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$10,082,986
Aggregate carrying amount (costs) on sale of assets2018-12-31$10,961,985
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : BROWN-FORMAN CORPORATION SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$29,567,445
Total unrealized appreciation/depreciation of assets2017-12-31$29,567,445
Total transfer of assets to this plan2017-12-31$108,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$576,458
Total income from all sources (including contributions)2017-12-31$141,567,264
Total loss/gain on sale of assets2017-12-31$1,176,664
Total of all expenses incurred2017-12-31$28,864,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$28,854,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$30,329,248
Value of total assets at end of year2017-12-31$563,243,155
Value of total assets at beginning of year2017-12-31$451,008,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,366
Total interest from all sources2017-12-31$139,576
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,325,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,598,678
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$17,749,679
Participant contributions at end of year2017-12-31$4,213,690
Participant contributions at beginning of year2017-12-31$3,662,574
Participant contributions at end of year2017-12-31$375,200
Participant contributions at beginning of year2017-12-31$341,384
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,088,803
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$807,023
Other income not declared elsewhere2017-12-31$107,075
Administrative expenses (other) incurred2017-12-31$10,366
Liabilities. Value of operating payables at beginning of year2017-12-31$576,458
Total non interest bearing cash at beginning of year2017-12-31$32,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$112,702,632
Value of net assets at end of year (total assets less liabilities)2017-12-31$563,243,155
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$450,432,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$113,604,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$91,589,009
Interest on participant loans2017-12-31$139,576
Value of interest in common/collective trusts at end of year2017-12-31$356,796,866
Value of interest in common/collective trusts at beginning of year2017-12-31$290,260,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$15,572,387
Net investment gain or loss from common/collective trusts2017-12-31$62,349,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$87,393,150
Assets. Invements in employer securities at beginning of year2017-12-31$63,409,611
Contributions received in cash from employer2017-12-31$10,490,766
Employer contributions (assets) at end of year2017-12-31$859,986
Employer contributions (assets) at beginning of year2017-12-31$906,460
Income. Dividends from common stock2017-12-31$726,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$28,854,266
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$10,867,965
Aggregate carrying amount (costs) on sale of assets2017-12-31$9,691,301
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-12-31134008324
2016 : BROWN-FORMAN CORPORATION SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-6,378,361
Total unrealized appreciation/depreciation of assets2016-12-31$-6,378,361
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$576,458
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$318,633
Total income from all sources (including contributions)2016-12-31$49,972,108
Total loss/gain on sale of assets2016-12-31$-574,615
Total of all expenses incurred2016-12-31$40,605,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$40,594,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$28,061,016
Value of total assets at end of year2016-12-31$451,008,981
Value of total assets at beginning of year2016-12-31$441,384,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,028
Total interest from all sources2016-12-31$123,888
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,515,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,509,464
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$16,996,597
Participant contributions at end of year2016-12-31$3,662,574
Participant contributions at beginning of year2016-12-31$3,558,504
Participant contributions at end of year2016-12-31$341,384
Participant contributions at beginning of year2016-12-31$340,403
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$832,778
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$807,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,302
Other income not declared elsewhere2016-12-31$104,573
Administrative expenses (other) incurred2016-12-31$11,028
Liabilities. Value of operating payables at end of year2016-12-31$576,458
Liabilities. Value of operating payables at beginning of year2016-12-31$318,633
Total non interest bearing cash at end of year2016-12-31$32,643
Total non interest bearing cash at beginning of year2016-12-31$321,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,366,494
Value of net assets at end of year (total assets less liabilities)2016-12-31$450,432,523
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$441,066,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$91,589,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$83,517,099
Interest on participant loans2016-12-31$123,888
Value of interest in common/collective trusts at end of year2016-12-31$290,260,277
Value of interest in common/collective trusts at beginning of year2016-12-31$277,462,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,640,350
Net investment gain or loss from common/collective trusts2016-12-31$20,479,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$63,409,611
Assets. Invements in employer securities at beginning of year2016-12-31$75,161,314
Contributions received in cash from employer2016-12-31$10,231,641
Employer contributions (assets) at end of year2016-12-31$906,460
Employer contributions (assets) at beginning of year2016-12-31$1,017,580
Income. Dividends from common stock2016-12-31$1,006,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$40,594,586
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$9,010,044
Aggregate carrying amount (costs) on sale of assets2016-12-31$9,584,659
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : BROWN-FORMAN CORPORATION SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$7,825,385
Total unrealized appreciation/depreciation of assets2015-12-31$7,825,385
Total transfer of assets to this plan2015-12-31$67,183
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$318,633
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$713,123
Total income from all sources (including contributions)2015-12-31$45,195,695
Total loss/gain on sale of assets2015-12-31$1,026,839
Total of all expenses incurred2015-12-31$29,084,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$29,072,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$29,398,222
Value of total assets at end of year2015-12-31$441,384,662
Value of total assets at beginning of year2015-12-31$425,600,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,329
Total interest from all sources2015-12-31$133,964
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,858,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,876,901
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$16,812,680
Participant contributions at end of year2015-12-31$3,558,504
Participant contributions at beginning of year2015-12-31$3,468,190
Participant contributions at end of year2015-12-31$340,403
Participant contributions at beginning of year2015-12-31$302,268
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,620,936
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$511,985
Other income not declared elsewhere2015-12-31$90,625
Administrative expenses (other) incurred2015-12-31$12,329
Liabilities. Value of operating payables at end of year2015-12-31$318,633
Liabilities. Value of operating payables at beginning of year2015-12-31$713,123
Total non interest bearing cash at end of year2015-12-31$321,302
Total non interest bearing cash at beginning of year2015-12-31$223,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$16,111,016
Value of net assets at end of year (total assets less liabilities)2015-12-31$441,066,029
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$424,887,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$83,517,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$82,510,819
Interest on participant loans2015-12-31$133,964
Value of interest in common/collective trusts at end of year2015-12-31$277,462,158
Value of interest in common/collective trusts at beginning of year2015-12-31$270,052,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,528,640
Net investment gain or loss from common/collective trusts2015-12-31$7,390,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$75,161,314
Assets. Invements in employer securities at beginning of year2015-12-31$67,895,313
Contributions received in cash from employer2015-12-31$9,964,606
Employer contributions (assets) at end of year2015-12-31$1,017,580
Employer contributions (assets) at beginning of year2015-12-31$636,858
Income. Dividends from common stock2015-12-31$981,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$29,072,350
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$8,461,895
Aggregate carrying amount (costs) on sale of assets2015-12-31$7,435,056
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : BROWN-FORMAN CORPORATION SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$738,201
Total unrealized appreciation/depreciation of assets2014-12-31$738,201
Total transfer of assets to this plan2014-12-31$26,709
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$713,123
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$62,048,240
Total loss/gain on sale of assets2014-12-31$85,063
Total of all expenses incurred2014-12-31$47,100,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$46,720,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$26,266,797
Value of total assets at end of year2014-12-31$425,600,953
Value of total assets at beginning of year2014-12-31$409,913,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$379,468
Total interest from all sources2014-12-31$140,714
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,592,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,126,872
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$15,580,120
Participant contributions at end of year2014-12-31$3,468,190
Participant contributions at beginning of year2014-12-31$3,254,889
Participant contributions at end of year2014-12-31$302,268
Participant contributions at beginning of year2014-12-31$312,353
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,458,388
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$511,985
Other income not declared elsewhere2014-12-31$431,263
Administrative expenses (other) incurred2014-12-31$379,468
Liabilities. Value of operating payables at end of year2014-12-31$713,123
Total non interest bearing cash at end of year2014-12-31$223,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$14,948,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$424,887,830
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$409,913,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$82,510,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$309,166,465
Interest on participant loans2014-12-31$140,714
Value of interest in common/collective trusts at end of year2014-12-31$270,052,280
Value of interest in common/collective trusts at beginning of year2014-12-31$12,324,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$23,839,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$23,839,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$17,492,647
Net investment gain or loss from common/collective trusts2014-12-31$13,301,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$67,895,313
Assets. Invements in employer securities at beginning of year2014-12-31$59,060,051
Contributions received in cash from employer2014-12-31$9,228,289
Employer contributions (assets) at end of year2014-12-31$636,858
Employer contributions (assets) at beginning of year2014-12-31$1,955,099
Income. Dividends from common stock2014-12-31$465,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$46,720,772
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,411,416
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,326,353
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : BROWN-FORMAN CORPORATION SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$8,639,918
Total unrealized appreciation/depreciation of assets2013-12-31$8,639,918
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$4,709
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$98,544,317
Total loss/gain on sale of assets2013-12-31$963,567
Total of all expenses incurred2013-12-31$19,626,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$19,656,041
Expenses. Certain deemed distributions of participant loans2013-12-31$2,081
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$24,466,852
Value of total assets at end of year2013-12-31$409,913,121
Value of total assets at beginning of year2013-12-31$331,000,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$-31,381
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$128,330
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$12,944,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$12,156,382
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$15,054,860
Participant contributions at end of year2013-12-31$3,254,889
Participant contributions at beginning of year2013-12-31$2,845,877
Participant contributions at end of year2013-12-31$312,353
Participant contributions at beginning of year2013-12-31$312,481
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$401,995
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$333,561
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$-67,564
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$78,917,576
Value of net assets at end of year (total assets less liabilities)2013-12-31$409,913,121
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$331,000,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$36,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$309,166,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$237,204,172
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$124,642
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$12,324,847
Value of interest in common/collective trusts at beginning of year2013-12-31$14,308,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$23,839,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$25,488,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$25,488,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,688
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$51,277,133
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$123,887
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$59,060,051
Assets. Invements in employer securities at beginning of year2013-12-31$48,620,166
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$9,009,997
Employer contributions (assets) at end of year2013-12-31$1,955,099
Employer contributions (assets) at beginning of year2013-12-31$1,887,202
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$788,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$19,656,041
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$9,537,346
Aggregate carrying amount (costs) on sale of assets2013-12-31$8,573,779
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : BROWN-FORMAN CORPORATION SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$7,843,363
Total unrealized appreciation/depreciation of assets2012-12-31$7,843,363
Total transfer of assets to this plan2012-12-31$6,056,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$65,367,187
Total loss/gain on sale of assets2012-12-31$-1,206,287
Total of all expenses incurred2012-12-31$24,755,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,804,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,710,263
Value of total assets at end of year2012-12-31$331,000,254
Value of total assets at beginning of year2012-12-31$284,332,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$-49,395
Total interest from all sources2012-12-31$126,433
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$11,822,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$8,471,063
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$13,779,031
Participant contributions at end of year2012-12-31$2,845,877
Participant contributions at beginning of year2012-12-31$2,593,691
Participant contributions at end of year2012-12-31$312,481
Participant contributions at beginning of year2012-12-31$276,686
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$766,312
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$333,561
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$-80,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$40,611,753
Value of net assets at end of year (total assets less liabilities)2012-12-31$331,000,254
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$284,332,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$30,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$237,204,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$205,333,844
Interest on participant loans2012-12-31$115,426
Value of interest in common/collective trusts at end of year2012-12-31$14,308,614
Value of interest in common/collective trusts at beginning of year2012-12-31$14,297,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$25,488,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$23,826,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$23,826,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$11,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$23,892,282
Net investment gain or loss from common/collective trusts2012-12-31$179,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$48,620,166
Assets. Invements in employer securities at beginning of year2012-12-31$36,237,504
Contributions received in cash from employer2012-12-31$8,164,920
Employer contributions (assets) at end of year2012-12-31$1,887,202
Employer contributions (assets) at beginning of year2012-12-31$1,766,247
Income. Dividends from common stock2012-12-31$3,351,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,804,829
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$9,597,732
Aggregate carrying amount (costs) on sale of assets2012-12-31$10,804,019
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-12-31134008324
2011 : BROWN-FORMAN CORPORATION SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$4,941,375
Total unrealized appreciation/depreciation of assets2011-12-31$4,941,375
Total transfer of assets to this plan2011-12-31$884,120
Total transfer of assets from this plan2011-12-31$5,691,201
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$21,400,586
Total of all expenses incurred2011-12-31$16,302,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,272,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$21,296,438
Value of total assets at end of year2011-12-31$284,332,055
Value of total assets at beginning of year2011-12-31$284,040,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,396
Total interest from all sources2011-12-31$305,234
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,532,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,959,650
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$13,613,045
Participant contributions at end of year2011-12-31$2,593,691
Participant contributions at beginning of year2011-12-31$2,615,672
Participant contributions at end of year2011-12-31$276,686
Participant contributions at beginning of year2011-12-31$251,635
Administrative expenses (other) incurred2011-12-31$5,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,098,455
Value of net assets at end of year (total assets less liabilities)2011-12-31$284,332,055
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$284,040,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$23,452
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$205,333,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$214,053,188
Interest on participant loans2011-12-31$117,277
Interest earned on other investments2011-12-31$187,957
Value of interest in common/collective trusts at end of year2011-12-31$14,297,503
Value of interest in common/collective trusts at beginning of year2011-12-31$12,944,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$23,826,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$21,977,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$21,977,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-8,674,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$36,237,504
Assets. Invements in employer securities at beginning of year2011-12-31$30,558,572
Contributions received in cash from employer2011-12-31$7,683,393
Employer contributions (assets) at end of year2011-12-31$1,766,247
Employer contributions (assets) at beginning of year2011-12-31$1,639,882
Income. Dividends from common stock2011-12-31$572,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,272,735
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : BROWN-FORMAN CORPORATION SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$6,790,735
Total unrealized appreciation/depreciation of assets2010-12-31$6,790,735
Total transfer of assets to this plan2010-12-31$19,443
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$58,382,244
Total of all expenses incurred2010-12-31$13,584,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,569,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$21,326,148
Value of total assets at end of year2010-12-31$284,040,681
Value of total assets at beginning of year2010-12-31$239,223,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,923
Total interest from all sources2010-12-31$325,775
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,433,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,433,394
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$13,081,234
Participant contributions at end of year2010-12-31$2,615,672
Participant contributions at beginning of year2010-12-31$2,128,712
Participant contributions at end of year2010-12-31$251,635
Participant contributions at beginning of year2010-12-31$281,251
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$381,283
Administrative expenses (other) incurred2010-12-31$2,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$44,797,936
Value of net assets at end of year (total assets less liabilities)2010-12-31$284,040,681
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$239,223,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$12,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$214,053,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$177,963,553
Interest on participant loans2010-12-31$127,231
Value of interest in common/collective trusts at end of year2010-12-31$12,944,091
Value of interest in common/collective trusts at beginning of year2010-12-31$12,837,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$21,977,641
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$22,224,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$22,224,108
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$198,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$26,506,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$30,558,572
Assets. Invements in employer securities at beginning of year2010-12-31$22,086,397
Contributions received in cash from employer2010-12-31$7,863,631
Employer contributions (assets) at end of year2010-12-31$1,639,882
Employer contributions (assets) at beginning of year2010-12-31$1,701,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,569,385
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2010-12-31134008324
2009 : BROWN-FORMAN CORPORATION SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BROWN-FORMAN CORPORATION SAVINGS PLAN

2022: BROWN-FORMAN CORPORATION SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BROWN-FORMAN CORPORATION SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BROWN-FORMAN CORPORATION SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BROWN-FORMAN CORPORATION SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BROWN-FORMAN CORPORATION SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BROWN-FORMAN CORPORATION SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BROWN-FORMAN CORPORATION SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BROWN-FORMAN CORPORATION SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BROWN-FORMAN CORPORATION SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BROWN-FORMAN CORPORATION SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BROWN-FORMAN CORPORATION SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BROWN-FORMAN CORPORATION SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BROWN-FORMAN CORPORATION SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number150565-01
Policy instance 1
Insurance contract or identification number150565-01
Number of Individuals Covered3038
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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