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Sponsor portfolioTH

BACARDI CORPORATION

EIN 66-0175247-Latest filing 2025
Plans
9
Retirement
4
$79.3M assets
Welfare
5
$2.3M premiums
Participants
1,230
PO BOX 363549 - SAN JUAN, PR 009363549787-788-1500
Plans on this EIN
9 filings
#001TraditionalDB-$50.5M - 414 part#005ProfitSharing-$23.9M - 195 part#002ProfitSharing-$4.1M - 54 part#006ProfitSharing-$836K - 10 part#501Fully Insured-$1.0M - 116 lives#504Fully Insured-$794K - 66 lives#502Fully Insured-$299K - 84 lives#505Fully Insured-$107K - 160 lives#503Fully Insured-$80K - 107 lives

Retirement portfolio analytics

4 plans aggregated / $79.3M assets / 673 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • OF BACARDI CORPORATION (#001)64%
  • OCTOBER 1ST, 2004 (#005)30%
  • UNION EMPLOYEES PLAN (#002)5%
  • MAY 1ST, 2006 (#006)1%
Total $79.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF BACARDI CORPORATION (#001)414
  • OCTOBER 1ST, 2004 (#005)195
  • UNION EMPLOYEES PLAN (#002)54
  • MAY 1ST, 2006 (#006)10
Total 673Click row to drill in

Benefits portfolio analytics

5 plans / $2.3M premiums / 533 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Prescription drug$2.1M
  • Other$1.8M
  • Vision$299K
  • Life$115K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • TRIPLE S SALUD, INC.90%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK9%
  • ACE AMERICAN INSURANCE COMPANY1%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IKON INSURANCE, INC.100%
Total $143K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF BACARDI CORPORATION

TraditionalDB

Assets$50.5M
Participants414
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

BACARDI CORP. DEFINED CONTRIBUTIONS ADMINISTRATIVE EMPLOYEES PLAN AS OF OCTOBER 1ST, 2004

ProfitSharing

Assets$23.9M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN

ProfitSharing

Assets$4.1M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

BACARDI CORP. DEFINED CONTRIBUTION UNION EMPLOYEES PLAN AS OF MAY 1ST, 2006

ProfitSharing

Assets$836K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH INSURANCE PLAN FOR ADMINISTRATIVE EMPLOYEES AND RETIREES OF BACARDI CORPORATION COVERAGE OTHER THAN MEDICARE ADVANTAGE

Fully Insured - TRIPLE-S SALUD

Premiums$1.0M
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

GROUP LIFE AND AD&D AND HEALTH INSURANCE PLAN FOR PRODUCTION AND MAINTENANCE EMPLOYEES OF BACARDI CORPORATION

Fully Insured - TRIPLE-S SALUD

Premiums$794K
Covered lives66
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HEALTH INSURANCE PLAN FOR ADMINISTRATIVE RETIREES OF BACARDI CORPORATION COVERAGE WITH MEDICARE ADVANTAGE COVERAGE

Fully Insured - TRIPLE-S ADVANTAGE

Premiums$299K
Covered lives84
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

DISABILITY PLAN FOR BACARDI CORPORATION

Fully Insured - NEW YORK LIFE GROUP BENEFITS SOLUTION

Premiums$107K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GROUP LIFE AND AD&D INSURANCE PLAN FOR ADMINISTRATIVE EMPLOYEES OF BACARDI CORPORATION

Fully Insured - NEW YORK LIFE GROUP BENEFITS SOLUTION

Premiums$80K
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN FOR EMPLOYEES OF BACARDI CORPORATIONTraditionalDB$50.5M4142024
005BACARDI CORP. DEFINED CONTRIBUTIONS ADMINISTRATIVE EMPLOYEES PLAN AS OF OCTOBER 1ST, 2004ProfitSharing$23.9M1952024
002BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLANProfitSharing$4.1M542024
006BACARDI CORP. DEFINED CONTRIBUTION UNION EMPLOYEES PLAN AS OF MAY 1ST, 2006ProfitSharing$836K102024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH INSURANCE PLAN FOR ADMINISTRATIVE EMPLOYEES AND RETIREES OF BACARDI CORPORATION COVERAGE OTHER THAN MEDICARE ADVANTAGEFully InsuredTRIPLE-S SALUD$1.0M1162025
504GROUP LIFE AND AD&D AND HEALTH INSURANCE PLAN FOR PRODUCTION AND MAINTENANCE EMPLOYEES OF BACARDI CORPORATIONFully InsuredTRIPLE-S SALUD$794K662025
502HEALTH INSURANCE PLAN FOR ADMINISTRATIVE RETIREES OF BACARDI CORPORATION COVERAGE WITH MEDICARE ADVANTAGE COVERAGEFully InsuredTRIPLE-S ADVANTAGE$299K842025
505DISABILITY PLAN FOR BACARDI CORPORATIONFully InsuredNEW YORK LIFE GROUP BENEFITS SOLUTION$107K1602025
503GROUP LIFE AND AD&D INSURANCE PLAN FOR ADMINISTRATIVE EMPLOYEES OF BACARDI CORPORATIONFully InsuredNEW YORK LIFE GROUP BENEFITS SOLUTION$80K1072025
Retirement plans
Welfare plans
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