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Sponsor portfolioTH

BROWN-FORMAN CORPORATION

EIN 61-0143150-wine and spirits-Latest filing 2024
Plans
9
Retirement
6
$1.27B assets
Welfare
3
$4.0M premiums
Participants
13,564
850 DIXIE HIGHWAY - LOUISVILLE, KY 40210502-585-1100brown-forman.comLinkedIn5001-10000 employeeswine and spirits
Plans on this EIN
9 filings
#006401k-$648.5M - 2,709 part#002CashBalance-$477.9M - 2,908 part#009TraditionalDB-$50.9M - 779 part#016401k-$35.9M - 421 part#001CashBalance-$35.0M - 316 part#003TraditionalDB-$17.2M - 181 part#501Fully Insured-$2.9M - 5,000 lives#505Mixed-$1.1M - 2,363 lives#506Self Funded-0 lives

Retirement portfolio analytics

6 plans aggregated / $1.27B assets / 7,314 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • BROWN-FORMAN CORPORATION Savin... (#006)51%
  • EMPLOYEES RETIREMENT PLAN (#002)38%
  • EMPLOYEES RETIREMENT PLAN (#009)4%
  • COLLECTIVELY BARGAINED EMPLOYE... (#016)3%
  • CORPORATION RETIREMENT PLAN (#001)3%
  • +1 more
Total $1.27BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
54%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE54%
  • (Not disclosed)46%
Total $1.27BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES RETIREMENT PLAN (#002)2,908
  • BROWN-FORMAN CORPORATION Savin... (#006)2,709
  • EMPLOYEES RETIREMENT PLAN (#009)779
  • COLLECTIVELY BARGAINED EMPLOYE... (#016)421
  • CORPORATION RETIREMENT PLAN (#001)316
  • FOR HOURLY EMPLOYEES (#003)181
Total 7,314Click row to drill in

Benefits portfolio analytics

3 plans / $4.0M premiums / 7,363 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.1M
  • Long-term disability$737K
  • Health$629K
  • Other$579K
Total $4.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY70%
  • KAISER FOUNDATION HEALTH PLAN INC16%
  • UNITEDHEALTHCARE INSURANCE COMPANY13%
  • ACE AMERICAN INSURANCE COMPANY1%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA1%
Total $4.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MERCER HEALTH AND BENEFITS, LLC97%
  • MMG AGENCY INC.2%
  • THE PATRIOT GROUP1%
Total $254K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

BROWN-FORMAN CORPORATION SAVINGS PLAN

401k

Assets$648.5M
Participants2,709
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BROWN-FORMAN CORPORATION SALARIED EMPLOYEES RETIREMENT PLAN

CashBalance

Assets$477.9M
Participants2,908
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

BROWN-FORMAN CORPORATION HOURLY EMPLOYEES RETIREMENT PLAN

TraditionalDB

Assets$50.9M
Participants779
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#016

BROWN-FORMAN CORPORATION SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEE

401k

Assets$35.9M
Participants421
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BROWN-FORMAN CORPORATION RETIREMENT PLAN

CashBalance

Assets$35.0M
Participants316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BROWN-FORMAN CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES

TraditionalDB

Assets$17.2M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BROWN-FORMAN CORPORATION GROUP INSURANCE PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.9M
Covered lives5,000
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

BROWN-FORMAN CORPORATION GROUP HEALTH AND WELLNESS

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.1M
Covered lives2,363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

BROWN-FORMAN CORPORATION RETIREE HEALTH COVERAGE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans6

Plan #NameTypeAssetsParticipantsLatest year
006BROWN-FORMAN CORPORATION SAVINGS PLAN401k$648.5M2,7092024
002BROWN-FORMAN CORPORATION SALARIED EMPLOYEES RETIREMENT PLANCashBalance$477.9M2,9082024
009BROWN-FORMAN CORPORATION HOURLY EMPLOYEES RETIREMENT PLANTraditionalDB$50.9M7792024
016BROWN-FORMAN CORPORATION SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEE401k$35.9M4212024
001BROWN-FORMAN CORPORATION RETIREMENT PLANCashBalance$35.0M3162024
003BROWN-FORMAN CORPORATION PENSION PLAN FOR HOURLY EMPLOYEESTraditionalDB$17.2M1812024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BROWN-FORMAN CORPORATION GROUP INSURANCE PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$2.9M5,0002024
505BROWN-FORMAN CORPORATION GROUP HEALTH AND WELLNESSMixedKAISER FOUNDATION HEALTH PLAN, INC.$1.1M2,3632024
506BROWN-FORMAN CORPORATION RETIREE HEALTH COVERAGE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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