Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BACARDI U.S.A., INC.
EIN 13-1507147computer softwareLatest filing 2024
Plans
4
Retirement
2
$370.2M assets
Welfare
2
$1.3M premiums
Participants
2,810
3011 PONCE DE LEON - CORAL GABLES, FL 33134305-573-8600bacardiusa.comLinkedIn201-500 employeescomputer software
Retirement portfolio analytics
2 plans aggregated / $370.2M assets / 1,881 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.3M premiums / 960 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$1.1M
- Other$1.0M
- Life$984K
- Long-term disability$955K
- Vision$107K
Carrier market share
Premium dollars by Schedule A carrier
76%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY76%
- PETERSON INTERNATIONAL UNDERWRITERS10%
- HUMANA INSURANCE COMPANY9%
- METROPOLITAN LIFE INSURANCE COMPANY2%
- AFLAC1%
- +2 more
Broker market share
Schedule A broker compensation
98%top
- MARSH & MCLENNAN AGENCY LLC98%
- REUBEN WARNER ASSOCIATES, INC.1%
- CAP STEWART1%
- CROUSE COMPANY LLC0%
- ANA MARIA LEON0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BACARDI U.S.A., INC. & AFFILIATES 401(K) SAVINGS AND DC RETIREMENT PLAN
401k
Assets$290.0M
Participants1,566
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BACARDI U.S.A., INC. PENSION PLAN
TraditionalDB
Assets$80.2M
Participants315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BACARDI U.S.A., INC EMPLOYEE BENEFITS PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives960
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
BACARDI U.S.A., INC. AND AFFILIATES RETIREE HEALTH REIMBURSEMENT ACCOUNT
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BACARDI U.S.A., INC. & AFFILIATES 401(K) SAVINGS AND DC RETIREMENT PLAN | 401k | $290.0M | 1,566 | 2024 | |
| 001 | BACARDI U.S.A., INC. PENSION PLAN | TraditionalDB | $80.2M | 315 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BACARDI U.S.A., INC EMPLOYEE BENEFITS PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.3M | 960 | 2024 | |
| 506 | BACARDI U.S.A., INC. AND AFFILIATES RETIREE HEALTH REIMBURSEMENT ACCOUNT | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans