BACARDI-MARTINI U.S.A, INC.
Plan context: Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan
EIN 13-1507147 • Coral Gables, FL • 127 filings • 27 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,088
2024 Assets
$370,205,015
2024 Contributions
$21,792,303
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 4 | 1,088 | $370,205,015 | $21,792,303 | $20,030iApproximate average salary by contribution assumption: employee only about $500,742 at 4% or $333,828 at 6%; with 50% employer match about $333,828 at 4% or $222,552 at 6%; with 100% employer match about $250,371 at 4% or $166,914 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 1,088 | $289,971,582 | $21,792,303 | $20,030iApproximate average salary by contribution assumption: employee only about $500,742 at 4% or $333,828 at 6%; with 50% employer match about $333,828 at 4% or $222,552 at 6%; with 100% employer match about $250,371 at 4% or $166,914 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 43 | $80,233,433 | - | - |
| Bacardi USA Inc | - | 788 | - | - | - |
| Bacardi U.S.A. Inc. and Affiliates Retiree Health Reimbursement Account | - | 15 | - | - | - |
| 2023 | 4 | 1,095 | $352,838,086 | $21,716,663 | $19,833iApproximate average salary by contribution assumption: employee only about $495,814 at 4% or $330,543 at 6%; with 50% employer match about $330,543 at 4% or $220,362 at 6%; with 100% employer match about $247,907 at 4% or $165,271 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 1,095 | $267,423,454 | $21,716,663 | $19,833iApproximate average salary by contribution assumption: employee only about $495,814 at 4% or $330,543 at 6%; with 50% employer match about $330,543 at 4% or $220,362 at 6%; with 100% employer match about $247,907 at 4% or $165,271 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 54 | $85,414,632 | - | - |
| Bacardi USA Inc | - | 770 | - | - | - |
| Bacardi U.S.A. Inc. and Affiliates Retiree Health Reimbursement Account | - | 16 | - | - | - |
| 2022 | 4 | 1,144 | $304,940,874 | $24,697,025 | $21,588iApproximate average salary by contribution assumption: employee only about $539,708 at 4% or $359,805 at 6%; with 50% employer match about $359,805 at 4% or $239,870 at 6%; with 100% employer match about $269,854 at 4% or $179,903 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 1,144 | $222,967,974 | $24,697,025 | $21,588iApproximate average salary by contribution assumption: employee only about $539,708 at 4% or $359,805 at 6%; with 50% employer match about $359,805 at 4% or $239,870 at 6%; with 100% employer match about $269,854 at 4% or $179,903 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 60 | $81,972,900 | - | - |
| Bacardi USA Inc | - | 812 | - | - | - |
| Bacardi U.S.A. Inc. and Affiliates Retiree Health Reimbursement Account | - | 18 | - | - | - |
| 2021 | 4 | 1,034 | $369,220,552 | $20,113,957 | $19,453iApproximate average salary by contribution assumption: employee only about $486,314 at 4% or $324,209 at 6%; with 50% employer match about $324,209 at 4% or $216,140 at 6%; with 100% employer match about $243,157 at 4% or $162,105 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 1,034 | $257,288,529 | $20,113,957 | $19,453iApproximate average salary by contribution assumption: employee only about $486,314 at 4% or $324,209 at 6%; with 50% employer match about $324,209 at 4% or $216,140 at 6%; with 100% employer match about $243,157 at 4% or $162,105 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 66 | $111,932,023 | - | - |
| Bacardi USA Inc | - | 767 | - | - | - |
| Bacardi U.S.A. Inc. and Affiliates Retiree Health Reimbursement Account | - | 20 | - | - | - |
| 2020 | 4 | 1,021 | $330,302,885 | $19,792,471 | $19,385iApproximate average salary by contribution assumption: employee only about $484,634 at 4% or $323,090 at 6%; with 50% employer match about $323,090 at 4% or $215,393 at 6%; with 100% employer match about $242,317 at 4% or $161,545 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 1,021 | $218,029,276 | $19,792,471 | $19,385iApproximate average salary by contribution assumption: employee only about $484,634 at 4% or $323,090 at 6%; with 50% employer match about $323,090 at 4% or $215,393 at 6%; with 100% employer match about $242,317 at 4% or $161,545 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 67 | $112,273,609 | - | - |
| Bacardi USA Inc | - | 736 | - | - | - |
| Bacardi U.S.A. Inc. and Affiliates Retiree Health Reimbursement Account | - | 20 | - | - | - |
| 2019 | 4 | 886 | $277,526,543 | $15,702,326 | $17,723iApproximate average salary by contribution assumption: employee only about $443,068 at 4% or $295,379 at 6%; with 50% employer match about $295,379 at 4% or $196,919 at 6%; with 100% employer match about $221,534 at 4% or $147,689 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 886 | $171,367,776 | $15,702,326 | $17,723iApproximate average salary by contribution assumption: employee only about $443,068 at 4% or $295,379 at 6%; with 50% employer match about $295,379 at 4% or $196,919 at 6%; with 100% employer match about $221,534 at 4% or $147,689 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 74 | $106,158,767 | - | - |
| Bacardi USA Inc | - | 617 | - | - | - |
| Bacardi U.S.A. Inc. and Affiliates Retiree Health Reimbursement Account | - | 22 | - | - | - |
| 2018 | 4 | 803 | $225,764,802 | $15,054,740 | $18,748iApproximate average salary by contribution assumption: employee only about $468,703 at 4% or $312,469 at 6%; with 50% employer match about $312,469 at 4% or $208,312 at 6%; with 100% employer match about $234,351 at 4% or $156,234 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 803 | $132,146,683 | $15,054,740 | $18,748iApproximate average salary by contribution assumption: employee only about $468,703 at 4% or $312,469 at 6%; with 50% employer match about $312,469 at 4% or $208,312 at 6%; with 100% employer match about $234,351 at 4% or $156,234 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 82 | $93,618,119 | - | - |
| Bacardi U.S.A. Inc. and Affiliates Retiree Health Reimbursement Account | - | 29 | - | - | - |
| Bacardi USA Inc | - | 571 | - | - | - |
| 2017 | 4 | 749 | $242,755,720 | $12,741,411 | $17,011iApproximate average salary by contribution assumption: employee only about $425,281 at 4% or $283,520 at 6%; with 50% employer match about $283,520 at 4% or $189,014 at 6%; with 100% employer match about $212,640 at 4% or $141,760 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 749 | $136,070,940 | $12,741,411 | $17,011iApproximate average salary by contribution assumption: employee only about $425,281 at 4% or $283,520 at 6%; with 50% employer match about $283,520 at 4% or $189,014 at 6%; with 100% employer match about $212,640 at 4% or $141,760 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 90 | $106,684,780 | - | - |
| Bacardi U.S.A. Inc. and Affiliates Retiree Health Reimbursement Account | - | 31 | - | - | - |
| Bacardi USA Inc | - | 505 | - | - | - |
| 2016 | 5 | 710 | $416,864,441 | $11,788,067 | $16,603iApproximate average salary by contribution assumption: employee only about $415,073 at 4% or $276,715 at 6%; with 50% employer match about $276,715 at 4% or $184,477 at 6%; with 100% employer match about $207,536 at 4% or $138,358 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | - | $204,424,365 | - | - |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 710 | $113,022,441 | $11,788,067 | $16,603iApproximate average salary by contribution assumption: employee only about $415,073 at 4% or $276,715 at 6%; with 50% employer match about $276,715 at 4% or $184,477 at 6%; with 100% employer match about $207,536 at 4% or $138,358 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 103 | $99,417,635 | - | - |
| Bacardi USA Inc | - | 522 | - | - | - |
| Bacardi U.S.A. Inc. and Affiliates Retiree Health Reimbursement Account | - | 36 | - | - | - |
| 2015 | 5 | 693 | $407,302,364 | $14,973,585 | $21,607iApproximate average salary by contribution assumption: employee only about $540,173 at 4% or $360,115 at 6%; with 50% employer match about $360,115 at 4% or $240,077 at 6%; with 100% employer match about $270,086 at 4% or $180,058 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | - | $203,187,476 | - | - |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 693 | $106,361,891 | $13,793,585 | $19,904iApproximate average salary by contribution assumption: employee only about $497,604 at 4% or $331,736 at 6%; with 50% employer match about $331,736 at 4% or $221,157 at 6%; with 100% employer match about $248,802 at 4% or $165,868 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 124 | $97,752,997 | $1,180,000 | $9,516iApproximate average salary by contribution assumption: employee only about $237,903 at 4% or $158,602 at 6%; with 50% employer match about $158,602 at 4% or $105,735 at 6%; with 100% employer match about $118,952 at 4% or $79,301 at 6%. |
| Bacardi U.S.A. Inc. and Affiliates Retiree Health Reimbursement Account | - | 39 | - | - | - |
| Bacardi USA Inc | - | 498 | - | - | - |
| 2014 | 4 | 838 | $433,876,785 | $31,083,012 | $37,092iApproximate average salary by contribution assumption: employee only about $927,297 at 4% or $618,198 at 6%; with 50% employer match about $618,198 at 4% or $412,132 at 6%; with 100% employer match about $463,649 at 4% or $309,099 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | - | $205,684,583 | - | - |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 838 | $114,970,893 | $13,681,012 | $16,326iApproximate average salary by contribution assumption: employee only about $408,145 at 4% or $272,096 at 6%; with 50% employer match about $272,096 at 4% or $181,398 at 6%; with 100% employer match about $204,072 at 4% or $136,048 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 173 | $113,221,309 | $17,402,000 | $100,590iApproximate average salary by contribution assumption: employee only about $2,514,740 at 4% or $1,676,493 at 6%; with 50% employer match about $1,676,493 at 4% or $1,117,662 at 6%; with 100% employer match about $1,257,370 at 4% or $838,247 at 6%. |
| Bacardi USA Inc | - | 622 | - | - | - |
| 2013 | 4 | 860 | $374,629,587 | $21,133,785 | $24,574iApproximate average salary by contribution assumption: employee only about $614,354 at 4% or $409,569 at 6%; with 50% employer match about $409,569 at 4% or $273,046 at 6%; with 100% employer match about $307,177 at 4% or $204,785 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | - | $177,447,427 | - | - |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 860 | $106,426,829 | $11,703,785 | $13,609iApproximate average salary by contribution assumption: employee only about $340,226 at 4% or $226,818 at 6%; with 50% employer match about $226,818 at 4% or $151,212 at 6%; with 100% employer match about $170,113 at 4% or $113,409 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 193 | $90,755,331 | $9,430,000 | $48,860iApproximate average salary by contribution assumption: employee only about $1,221,503 at 4% or $814,335 at 6%; with 50% employer match about $814,335 at 4% or $542,890 at 6%; with 100% employer match about $610,751 at 4% or $407,168 at 6%. |
| Bacardi USA Inc | - | 641 | - | - | - |
| 2012 | 4 | 834 | $321,239,096 | $16,416,090 | $19,684iApproximate average salary by contribution assumption: employee only about $492,089 at 4% or $328,059 at 6%; with 50% employer match about $328,059 at 4% or $218,706 at 6%; with 100% employer match about $246,045 at 4% or $164,030 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | - | $158,431,561 | - | - |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 834 | $85,186,349 | $10,126,090 | $12,142iApproximate average salary by contribution assumption: employee only about $303,540 at 4% or $202,360 at 6%; with 50% employer match about $202,360 at 4% or $134,907 at 6%; with 100% employer match about $151,770 at 4% or $101,180 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 210 | $77,621,186 | $6,290,000 | $29,952iApproximate average salary by contribution assumption: employee only about $748,810 at 4% or $499,206 at 6%; with 50% employer match about $499,206 at 4% or $332,804 at 6%; with 100% employer match about $374,405 at 4% or $249,603 at 6%. |
| Bacardi USA Inc | - | 599 | - | - | - |
| 2011 | 4 | 796 | $298,328,783 | $17,039,299 | $21,406iApproximate average salary by contribution assumption: employee only about $535,154 at 4% or $356,769 at 6%; with 50% employer match about $356,769 at 4% or $237,846 at 6%; with 100% employer match about $267,577 at 4% or $178,385 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | - | $150,873,362 | - | - |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 796 | $74,663,783 | $9,209,299 | $11,569iApproximate average salary by contribution assumption: employee only about $289,237 at 4% or $192,825 at 6%; with 50% employer match about $192,825 at 4% or $128,550 at 6%; with 100% employer match about $144,618 at 4% or $96,412 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 226 | $72,791,638 | $7,830,000 | $34,646iApproximate average salary by contribution assumption: employee only about $866,150 at 4% or $577,434 at 6%; with 50% employer match about $577,434 at 4% or $384,956 at 6%; with 100% employer match about $433,075 at 4% or $288,717 at 6%. |
| Bacardi USA Inc | - | 588 | - | - | - |
| 2010 | 5 | 765 | $280,067,573 | $17,200,529 | $22,484iApproximate average salary by contribution assumption: employee only about $562,109 at 4% or $374,739 at 6%; with 50% employer match about $374,739 at 4% or $249,826 at 6%; with 100% employer match about $281,054 at 4% or $187,370 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | - | $142,439,930 | - | - |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 765 | $70,432,570 | $6,692,171 | $8,748iApproximate average salary by contribution assumption: employee only about $218,698 at 4% or $145,799 at 6%; with 50% employer match about $145,799 at 4% or $97,199 at 6%; with 100% employer match about $109,349 at 4% or $72,899 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 241 | $67,195,073 | $7,611,414 | $31,583iApproximate average salary by contribution assumption: employee only about $789,566 at 4% or $526,377 at 6%; with 50% employer match about $526,377 at 4% or $350,918 at 6%; with 100% employer match about $394,783 at 4% or $263,189 at 6%. |
| 401K Savings Plan for Employees of Bacardi USA Inc. and Affiliates | - | 0 | - | $2,896,944 | - |
| Bacardi USA Inc | - | 541 | - | - | - |
| 2009 | 7 | 772 | $246,270,695 | $13,437,064 | $17,406iApproximate average salary by contribution assumption: employee only about $435,138 at 4% or $290,092 at 6%; with 50% employer match about $290,092 at 4% or $193,395 at 6%; with 100% employer match about $217,569 at 4% or $145,046 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | - | $129,711,199 | - | - |
| Bacardi U.S.A. Inc. Pension Trust | - | 254 | $55,489,283 | $4,501,756 | $17,723iApproximate average salary by contribution assumption: employee only about $443,086 at 4% or $295,391 at 6%; with 50% employer match about $295,391 at 4% or $196,927 at 6%; with 100% employer match about $221,543 at 4% or $147,695 at 6%. |
| 401K Savings Plan for Employees of Bacardi USA Inc. and Affiliates | - | 445 | $50,047,716 | $4,305,140 | $9,674iApproximate average salary by contribution assumption: employee only about $241,862 at 4% or $161,241 at 6%; with 50% employer match about $161,241 at 4% or $107,494 at 6%; with 100% employer match about $120,931 at 4% or $80,621 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 319 | $11,022,497 | $4,630,168 | $14,515iApproximate average salary by contribution assumption: employee only about $362,866 at 4% or $241,911 at 6%; with 50% employer match about $241,911 at 4% or $161,274 at 6%; with 100% employer match about $181,433 at 4% or $120,955 at 6%. |
| Bacardi USA Inc | - | 772 | - | - | - |
| Bacardi USA Inc | - | 622 | - | - | - |
| Bacardi USA Inc | - | 539 | - | - | - |
| 2008 | 5 | 659 | $200,320,235 | $16,516,575 | $25,063iApproximate average salary by contribution assumption: employee only about $626,577 at 4% or $417,718 at 6%; with 50% employer match about $417,718 at 4% or $278,479 at 6%; with 100% employer match about $313,289 at 4% or $208,859 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 0 | $110,243,759 | - | - |
| Bacardi U.S.A. Inc. Pension Trust | - | 278 | $45,988,908 | $8,200,000 | $29,496iApproximate average salary by contribution assumption: employee only about $737,410 at 4% or $491,607 at 6%; with 50% employer match about $491,607 at 4% or $327,738 at 6%; with 100% employer match about $368,705 at 4% or $245,803 at 6%. |
| 401K Savings Plan for Employees of Bacardi USA Inc. and Affiliates | - | 467 | $39,580,954 | $4,708,321 | $10,082iApproximate average salary by contribution assumption: employee only about $252,051 at 4% or $168,034 at 6%; with 50% employer match about $168,034 at 4% or $112,023 at 6%; with 100% employer match about $126,026 at 4% or $84,017 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 295 | $4,506,614 | $3,608,254 | $12,231iApproximate average salary by contribution assumption: employee only about $305,784 at 4% or $203,856 at 6%; with 50% employer match about $203,856 at 4% or $135,904 at 6%; with 100% employer match about $152,892 at 4% or $101,928 at 6%. |
| Bacardi USA Inc | - | 659 | - | - | - |
| 2007 | 4 | 673 | $110,920,270 | $10,086,850 | $14,988iApproximate average salary by contribution assumption: employee only about $374,697 at 4% or $249,798 at 6%; with 50% employer match about $249,798 at 4% or $166,532 at 6%; with 100% employer match about $187,349 at 4% or $124,899 at 6%. |
| 401K Savings Plan for Employees of Bacardi USA Inc. and Affiliates | - | 521 | $54,374,197 | $5,002,019 | $9,601iApproximate average salary by contribution assumption: employee only about $240,020 at 4% or $160,013 at 6%; with 50% employer match about $160,013 at 4% or $106,676 at 6%; with 100% employer match about $120,010 at 4% or $80,007 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 312 | $54,000,958 | $3,000,000 | $9,615iApproximate average salary by contribution assumption: employee only about $240,385 at 4% or $160,256 at 6%; with 50% employer match about $160,256 at 4% or $106,838 at 6%; with 100% employer match about $120,192 at 4% or $80,128 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 277 | $2,545,115 | $2,084,831 | $7,526iApproximate average salary by contribution assumption: employee only about $188,162 at 4% or $125,441 at 6%; with 50% employer match about $125,441 at 4% or $83,627 at 6%; with 100% employer match about $94,081 at 4% or $62,721 at 6%. |
| Bacardi USA Inc | - | 673 | - | - | - |
| 2006 | 4 | 735 | $101,032,024 | $5,297,653 | $7,208iApproximate average salary by contribution assumption: employee only about $180,192 at 4% or $120,128 at 6%; with 50% employer match about $120,128 at 4% or $80,085 at 6%; with 100% employer match about $90,096 at 4% or $60,064 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 356 | $51,280,158 | - | - |
| 401K Savings Plan for Employees of Bacardi USA Inc. and Affiliates | - | 579 | $49,309,673 | $4,865,861 | $8,404iApproximate average salary by contribution assumption: employee only about $210,098 at 4% or $140,065 at 6%; with 50% employer match about $140,065 at 4% or $93,377 at 6%; with 100% employer match about $105,049 at 4% or $70,033 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 183 | $442,193 | $431,792 | $2,360iApproximate average salary by contribution assumption: employee only about $58,988 at 4% or $39,325 at 6%; with 50% employer match about $39,325 at 4% or $26,217 at 6%; with 100% employer match about $29,494 at 4% or $19,663 at 6%. |
| Bacardi USA Inc | - | 735 | - | - | - |
| 2005 | 7 | 620 | $201,389,466 | $9,802,916 | $15,811iApproximate average salary by contribution assumption: employee only about $395,279 at 4% or $263,519 at 6%; with 50% employer match about $263,519 at 4% or $175,679 at 6%; with 100% employer match about $197,639 at 4% or $131,760 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 0 | $110,738,300 | - | - |
| Bacardi U.S.A. Inc. Pension Trust | - | 404 | $47,230,188 | $5,000,000 | $12,376iApproximate average salary by contribution assumption: employee only about $309,406 at 4% or $206,271 at 6%; with 50% employer match about $206,271 at 4% or $137,514 at 6%; with 100% employer match about $154,703 at 4% or $103,135 at 6%. |
| 401K Savings Plan for Employees of Bacardi USA Inc. and Affiliates | - | 620 | $43,420,978 | $4,802,916 | $7,747iApproximate average salary by contribution assumption: employee only about $193,666 at 4% or $129,111 at 6%; with 50% employer match about $129,111 at 4% or $86,074 at 6%; with 100% employer match about $96,833 at 4% or $64,555 at 6%. |
| Bacardi Imports Inc Group Term Insurance Plan | - | 0 | - | - | - |
| Accidental Death and Dismemberment | - | 0 | - | - | - |
| Long Term Disability Plan | - | 0 | - | - | - |
| Bacardi USA Inc | - | 602 | - | - | - |
| 2004 | 7 | 620 | $182,214,443 | $28,984,321 | $46,749iApproximate average salary by contribution assumption: employee only about $1,168,723 at 4% or $779,148 at 6%; with 50% employer match about $779,148 at 4% or $519,432 at 6%; with 100% employer match about $584,361 at 4% or $389,574 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 0 | $102,173,691 | $16,524,945 | - |
| Bacardi U.S.A. Inc. Pension Trust | - | 417 | $41,289,732 | $8,000,000 | $19,185iApproximate average salary by contribution assumption: employee only about $479,616 at 4% or $319,744 at 6%; with 50% employer match about $319,744 at 4% or $213,163 at 6%; with 100% employer match about $239,808 at 4% or $159,872 at 6%. |
| 401K Savings Plan for Employees of Bacardi USA Inc. and Affiliates | - | 620 | $38,751,020 | $4,459,376 | $7,193iApproximate average salary by contribution assumption: employee only about $179,814 at 4% or $119,876 at 6%; with 50% employer match about $119,876 at 4% or $79,917 at 6%; with 100% employer match about $89,907 at 4% or $59,938 at 6%. |
| Bacardi Imports Inc Group Term Insurance Plan | - | 436 | - | - | - |
| Bacardi USA Inc | - | 509 | - | - | - |
| Accidental Death and Dismemberment | - | 282 | - | - | - |
| Long Term Disability Plan | - | 414 | - | - | - |
| 2003 | 6 | 584 | $151,522,772 | $17,338,712 | $29,690iApproximate average salary by contribution assumption: employee only about $742,239 at 4% or $494,826 at 6%; with 50% employer match about $494,826 at 4% or $329,884 at 6%; with 100% employer match about $371,120 at 4% or $247,413 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 0 | $85,464,333 | $9,561,301 | - |
| 401K Savings Plan for Employees of Bacardi USA Inc. and Affiliates | - | 360 | $34,385,895 | $4,277,411 | $11,882iApproximate average salary by contribution assumption: employee only about $297,042 at 4% or $198,028 at 6%; with 50% employer match about $198,028 at 4% or $132,019 at 6%; with 100% employer match about $148,521 at 4% or $99,014 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 413 | $31,672,544 | $3,500,000 | $8,475iApproximate average salary by contribution assumption: employee only about $211,864 at 4% or $141,243 at 6%; with 50% employer match about $141,243 at 4% or $94,162 at 6%; with 100% employer match about $105,932 at 4% or $70,621 at 6%. |
| Bacardi Imports Inc Group Term Insurance Plan | - | 460 | - | - | - |
| Accidental Death and Dismemberment | - | 584 | - | - | - |
| Long Term Disability Plan | - | 446 | - | - | - |
| 2002 | 6 | 710 | $117,050,891 | $13,046,807 | $18,376iApproximate average salary by contribution assumption: employee only about $459,395 at 4% or $306,263 at 6%; with 50% employer match about $306,263 at 4% or $204,175 at 6%; with 100% employer match about $229,697 at 4% or $153,132 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 0 | $66,731,249 | $6,247,903 | - |
| 401K Savings Plan for Employees of Bacardi USA Inc. and Affiliates | - | 710 | $26,223,047 | $4,239,054 | $5,970iApproximate average salary by contribution assumption: employee only about $149,262 at 4% or $99,508 at 6%; with 50% employer match about $99,508 at 4% or $66,339 at 6%; with 100% employer match about $74,631 at 4% or $49,754 at 6%. |
| Bacardi U.S.A. Inc. Pension Trust | - | 381 | $24,096,595 | $2,559,850 | $6,719iApproximate average salary by contribution assumption: employee only about $167,969 at 4% or $111,979 at 6%; with 50% employer match about $111,979 at 4% or $74,653 at 6%; with 100% employer match about $83,985 at 4% or $55,990 at 6%. |
| Long Term Disability Plan | - | 423 | - | - | - |
| Bacardi Imports Inc Group Term Insurance Plan | - | 437 | - | - | - |
| Accidental Death and Dismemberment | - | 400 | - | - | - |
| 2001 | 6 | 664 | $27,158,498 | $3,619,612 | $5,451iApproximate average salary by contribution assumption: employee only about $136,281 at 4% or $90,854 at 6%; with 50% employer match about $90,854 at 4% or $60,569 at 6%; with 100% employer match about $68,140 at 4% or $45,427 at 6%. |
| 401K Savings Plan for Employees of Bacardi USA Inc. and Affiliates | - | 664 | $27,158,498 | $3,619,612 | $5,451iApproximate average salary by contribution assumption: employee only about $136,281 at 4% or $90,854 at 6%; with 50% employer match about $90,854 at 4% or $60,569 at 6%; with 100% employer match about $68,140 at 4% or $45,427 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 0 | - | - | - |
| Accidental Death and Dismemberment | - | 368 | - | - | - |
| Bacardi Imports Inc Group Term Insurance Plan | - | 388 | - | - | - |
| Long Term Disability Plan | - | 398 | - | - | - |
| Bacardi U.S.A. Inc. Pension Trust | - | 350 | - | - | - |
| 2000 | 6 | 611 | $131,127,612 | $7,010,800 | $11,474iApproximate average salary by contribution assumption: employee only about $286,858 at 4% or $191,238 at 6%; with 50% employer match about $191,238 at 4% or $127,492 at 6%; with 100% employer match about $143,429 at 4% or $95,619 at 6%. |
| Bacardi U. S. a. Inc. & Affiliates 401K Savings and DC Retirement Plan | - | 0 | $77,061,534 | $2,007,859 | - |
| 401K Savings Plan for Employees of Bacardi USA Inc. and Affiliates | - | 611 | $28,460,553 | $3,600,893 | $5,893iApproximate average salary by contribution assumption: employee only about $147,336 at 4% or $98,224 at 6%; with 50% employer match about $98,224 at 4% or $65,483 at 6%; with 100% employer match about $73,668 at 4% or $49,112 at 6%. |
| Long Term Disability Plan | - | 367 | - | - | - |
| Bacardi Imports Inc Group Term Insurance Plan | - | 368 | - | - | - |
| Accidental Death and Dismemberment | - | 368 | - | - | - |
| 1999 | 6 | 566 | $137,255,349 | $6,799,888 | $12,014iApproximate average salary by contribution assumption: employee only about $300,348 at 4% or $200,232 at 6%; with 50% employer match about $200,232 at 4% or $133,488 at 6%; with 100% employer match about $150,174 at 4% or $100,116 at 6%. |