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  2. Bacardi Corporation
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Bacardi Corporation

EIN 66-0175247-Manufacturing-Latest filing 2025
Plans
9
Retirement
4
$84.2M assets
Health & Benefits
5
$2.3M premiums
Participants
1,304
P.O. BOX 363549 - SAN JUAN, PR 009363549787-788-1500
Plans on this EIN
9 filings
#001Traditional DB-$49.7M - 404 part#005Profit-sharing-$29.0M - 199 part#002Profit-sharing-$4.4M - 74 part#006Profit-sharing-$1.1M - 70 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+3 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.

Retirement portfolio analytics

4 plans aggregated / $84.2M assets / 747 participants

Assets by plan

Share of aggregate retirement assets

  • OF BACARDI CORPORATION (#001)$49.7M
  • OCTOBER 1ST, 2004 (#005)$29.0M
  • UNION EMPLOYEES PLAN (#002)$4.4M
  • MAY 1ST, 2006 (#006)$1.1M
Total $84.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • OF BACARDI CORPORATION (#001)404
  • OCTOBER 1ST, 2004 (#005)199
  • UNION EMPLOYEES PLAN (#002)74
  • MAY 1ST, 2006 (#006)70
Total 747Select a row to open it

Benefits portfolio analytics

5 plans / $2.3M premiums / 533 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Other$1.9M
  • Dental$1.9M
  • Vision$299K
  • Life$92K
  • +2 more
Total $2.4M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF BACARDI CORPORATION

Traditional DB

Assets$49.7M
Participants404
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

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

Profit-sharing

Assets$29.0M
Participants199
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN

Profit-sharing

Assets$4.4M
Participants74
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006

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

Profit-sharing

Assets$1.1M
Participants70
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#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
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#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
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

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

Fully insured - TRIPLE-S ADVANTAGE

Premiums$299K
Covered lives84
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

DISABILITY PLAN FOR BACARDI CORPORATION

Fully insured - NEW YORK LIFE GROUP BENEFITS SOLUTION

Premiums$107K
Covered lives160
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#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
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

4 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001RETIREMENT PLAN FOR EMPLOYEES OF BACARDI CORPORATIONTraditional DB$49.7M4042025
#005BACARDI CORP. DEFINED CONTRIBUTIONS ADMINISTRATIVE EMPLOYEES PLAN AS OF OCTOBER 1ST, 2004Profit-sharing$29.0M1992025
#002BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLANProfit-sharing$4.4M742025
#006BACARDI CORP. DEFINED CONTRIBUTION UNION EMPLOYEES PLAN AS OF MAY 1ST, 2006Profit-sharing$1.1M702025
  • RETIREMENT PLAN FOR EMPLOYEES OF BACARDI CORPORATION$49.7M
    #001 · Traditional DB · 2025404
  • BACARDI CORP. DEFINED CONTRIBUTIONS ADMINISTRATIVE EMPLOYEES PLAN AS OF OCTOBER 1ST, 2004$29.0M
    #005 · Profit-sharing · 2025199
  • BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN$4.4M
    #002 · Profit-sharing · 202574
  • BACARDI CORP. DEFINED CONTRIBUTION UNION EMPLOYEES PLAN AS OF MAY 1ST, 2006$1.1M
    #006 · Profit-sharing · 202570

Health & Benefits plans

5 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • HEALTH INSURANCE PLAN FOR ADMINISTRATIVE EMPLOYEES AND RETIREES OF BACARDI CORPORATION COVERAGE OTHER THAN MEDICARE ADVANTAGE$1.0M
    #501 · Fully insured · TRIPLE-S SALUD · 2025116
  • GROUP LIFE AND AD&D AND HEALTH INSURANCE PLAN FOR PRODUCTION AND MAINTENANCE EMPLOYEES OF BACARDI CORPORATION$794K
    #504 · Fully insured · TRIPLE-S SALUD · 202566
  • HEALTH INSURANCE PLAN FOR ADMINISTRATIVE RETIREES OF BACARDI CORPORATION COVERAGE WITH MEDICARE ADVANTAGE COVERAGE$299K
    #502 · Fully insured · TRIPLE-S ADVANTAGE · 202584
  • DISABILITY PLAN FOR BACARDI CORPORATION$107K
    #505 · Fully insured · NEW YORK LIFE GROUP BENEFITS SOLUTION · 2025160
  • GROUP LIFE AND AD&D INSURANCE PLAN FOR ADMINISTRATIVE EMPLOYEES OF BACARDI CORPORATION$80K
    #503 · Fully insured · NEW YORK LIFE GROUP BENEFITS SOLUTION · 2025107
Retirement plans
Health & Benefits plans

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