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  2. BACARDI USA INC AND AFFILIATES
Sponsor portfolioTH

BACARDI USA INC AND AFFILIATES

EIN 13-1507147-computer software-Latest filing 2025
Plans
4
Retirement
2
$370.2M assets
Welfare
2
$1.2M premiums
Participants
2,676
3011 PONCE DE LEON, SUITE 900 - CORAL GABLES, FL 33134786-264-8299bacardiusa.comLinkedIn201-500 employeescomputer software
Plans on this EIN
4 filings
#003401k-$290.0M - 1,566 part#001TraditionalDB-$80.2M - 315 part#501Mixed-$1.2M - 1,537 lives#506Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $370.2M assets / 1,881 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • DC RETIREMENT PLAN (#003)78%
  • U.S.A., INC. PENSION (#001)22%
Total $370.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DC RETIREMENT PLAN (#003)1,566
  • U.S.A., INC. PENSION (#001)315
Total 1,881Click row to drill in

Benefits portfolio analytics

2 plans / $1.2M premiums / 1,537 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$987K
  • Life$962K
  • Long-term disability$962K
  • Short-term disability$130K
  • Vision$98K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • METROPOLITAN LIFE INSURANCE COMPANY79%
  • PETERSON INTERNATIONAL UNDERWRITERS10%
  • HUMANA INSURANCE COMPANY8%
  • AFLAC1%
  • HARTFORD LIFE AND ACCIDENT1%
  • +1 more
Total $1.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MARSH & MCLENNAN AGENCY LLC97%
  • ANA MARIA LEON1%
  • REUBEN WARNER ASSOCIATES, INC.1%
  • CAP STEWART1%
  • CROUSE COMPANY LLC0%
  • +3 more
Total $116K8 slices

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 - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives1,537
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 #NameTypeAssetsParticipantsLatest year
003BACARDI U.S.A., INC. & AFFILIATES 401(K) SAVINGS AND DC RETIREMENT PLAN401k$290.0M1,5662024
001BACARDI U.S.A., INC. PENSION PLANTraditionalDB$80.2M3152024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BACARDI U.S.A., INC EMPLOYEE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.2M1,5372025
506BACARDI U.S.A., INC. AND AFFILIATES RETIREE HEALTH REIMBURSEMENT ACCOUNTUnknown-$002024
Retirement plans
Welfare plans
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