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Original filing (PDF)20251014104921NAL0002565633001
MOLSON COORS BEVERAGE COMPANY USA LLC
Form 5500
FILING_RECEIVED
MOLSON COORS PENSION PLAN
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed7 service providers
Active participants
1,454
Accounts w/ balance
—
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Molson Coors Master Retirement Trust Master Trust" is 100% of plan.
- 22 bps in Schedule C fees — 337% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOLSON COORS BEVERAGE COMPANY USA LLC.
Plan sponsor
Name
MOLSON COORS BEVERAGE COMPANY USA LLC
EIN
26-2387410
Address
3939 WEST HIGHLAND BLVD. · MILWAUKEE, WI · 532082816
Phone
(414) 931-2000
Industry
Manufacturingsee all
Plan administrator
Name
MOLSON COORS BEVERAGE COMPANY USA LLC BENEFIT PLAN COMPLIANCE AND ADM
EIN
36-4642904
City
MILWAUKEE, WI
Phone
(414) 931-2000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SB & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARIAL | $143K | — |
| STATE STREET RESEARCH & MANAGEMENT | 13-3142135 | — | INVESTMENT MANAGEMENT | $65K | — |
Trustee
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $63K | — |
| BLACKROCK | 30-0587659 | — | TRUSTEE | $35K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENT INSTITUTIONAL | 04-2647786 | — | PLAN ADMINISTRATOR | $575K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGAL AND GENERAL INVESTMENT | 20-8058531 | — | LEGAL AND GENERAL INVE. | $130K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICE IN | 52-1868818 | — | CONSULTING | $1.4M | — |
Investments
1 pooled fund· $1.1B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MOLSON COORS MASTER RETIREMENT TRUS MOLSON COORS BEVERAGE COMPANY USA LLC · EIN 04-3275867 / PN 001 | Master Trust | — | $1.0B | $1.1B | 100.0% |