How big is Bacardi Corporation's plan?

Bacardi Corporation's plan reported $836K in assets and 9 participants for 2024.

Original filing (PDF)20251015171116NAL0010789362001

Bacardi Corporation

Name: Bacardi Corporation — Bacardi Corp. Defined, Form 5500 (2024)
Creator: Bacardi Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bacardi Corp. Defined Contribution Union Employees Plan AS of MAY 1ST, 2006

Defined-contribution retirement plan · Bacardi Corporation's Bacardi Corp. Defined Contribution Union Employees Plan AS of MAY 1ST, 2006 held $836K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$836K

Net assets (EOY)

$836K

People on this filing

Natally Andersson signed Bacardi Corporation's 2024 Form 5500 as plan administrator.

Natally Andersson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bacardi Corporation's EIN is 66-0175247.

EIN 66-0175247

Plan number 006

Plan year 2024

ACK ID 20251015171116NAL0010789362001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bacardi Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bacardi Corporation's plan includes profit-sharing, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BACARDI CORPORATION.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score