Original filing (PDF)20260205123734NAL0004578209001

TREASURY WINE ESTATES

Name: TREASURY WINE ESTATES — SOUTHCORP USA HOLDINGS, INC. PENSION PLAN, Form 5500 (2024)
Creator: TREASURY WINE ESTATES

Form 5500-SF

FILING_RECEIVED

SOUTHCORP USA HOLDINGS, INC. PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TREASURY WINE ESTATES.

Plan sponsor

Name

TREASURY WINE ESTATES

EIN

94-2227626

Address

555 GATEWAY DR · PO BOX 4500 · NAPA, CA · 94558

Phone

(707) 294-8906

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

010

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-04-01

Filed

2026-02-05

Pension benefit codes

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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