Bacardi Corporation
Plan context: Retirement Plan for Administrative Employees of Bacardi Corporation
EIN 66-0175247 • San Juan, PR • 225 filings • 40 plans
Current Snapshot
Latest Year
2024
2024 Participants
158
2024 Assets
$79,308,788
2024 Contributions
$1,867,194
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 | 9 | 158 | $79,308,788 | $1,867,194 | $11,818iApproximate average salary by contribution assumption: employee only about $295,442 at 4% or $196,961 at 6%; with 50% employer match about $196,961 at 4% or $131,308 at 6%; with 100% employer match about $147,721 at 4% or $98,481 at 6%. |
| Retirement Plan for Administrative Employees of Bacardi Corporation | - | 62 | $50,505,504 | - | - |
| Bacardi Corp. Defined Contribution Administrative Employees Plan as of October 1St, 2004 | - | 136 | $23,891,867 | $1,423,525 | $10,467iApproximate average salary by contribution assumption: employee only about $261,677 at 4% or $174,452 at 6%; with 50% employer match about $174,452 at 4% or $116,301 at 6%; with 100% employer match about $130,839 at 4% or $87,226 at 6%. |
| Bacardi Corp Defined Contribution Union Employees Plan | - | 50 | $4,075,356 | $270,769 | $5,415iApproximate average salary by contribution assumption: employee only about $135,385 at 4% or $90,256 at 6%; with 50% employer match about $90,256 at 4% or $60,171 at 6%; with 100% employer match about $67,692 at 4% or $45,128 at 6%. |
| Bacardi Corp. Defined Contribution Union Employees Plan as of May 1, 2006 | - | 10 | $836,061 | $172,900 | $17,290iApproximate average salary by contribution assumption: employee only about $432,250 at 4% or $288,167 at 6%; with 50% employer match about $288,167 at 4% or $192,111 at 6%; with 100% employer match about $216,125 at 4% or $144,083 at 6%. |
| Long-Term Disability Plan for Admin. Employees of Bacardi Corporation | - | 158 | - | - | - |
| Group Life, Accidental Death and Dismemberment, and Health Insurance Plan for Administrative Employees of Bacardi Corporation | - | 116 | - | - | - |
| Health Insurance Plan for Administrative Retirees of Bacardi Corporation Coverage with Medicare Advantage Coverage | - | 110 | - | - | - |
| Group Life and Ad&D and Health Insurance Plan for Production and Maintenance Employees of Bacardi Corporation | - | 62 | - | - | - |
| Group Life and Ad&D Insurance Plan for Administrative Employees of Bacardi Corporation | - | 107 | - | - | - |
| 2023 | 9 | 157 | $78,589,175 | $1,907,722 | $12,151iApproximate average salary by contribution assumption: employee only about $303,777 at 4% or $202,518 at 6%; with 50% employer match about $202,518 at 4% or $135,012 at 6%; with 100% employer match about $151,889 at 4% or $101,259 at 6%. |
| Retirement Plan for Administrative Employees of Bacardi Corporation | - | 63 | $54,038,786 | - | - |
| Bacardi Corp. Defined Contribution Administrative Employees Plan as of October 1St, 2004 | - | 116 | $20,350,933 | $1,466,553 | $12,643iApproximate average salary by contribution assumption: employee only about $316,067 at 4% or $210,712 at 6%; with 50% employer match about $210,712 at 4% or $140,474 at 6%; with 100% employer match about $158,034 at 4% or $105,356 at 6%. |
| Bacardi Corp Defined Contribution Union Employees Plan | - | 54 | $3,578,720 | $266,670 | $4,938iApproximate average salary by contribution assumption: employee only about $123,458 at 4% or $82,306 at 6%; with 50% employer match about $82,306 at 4% or $54,870 at 6%; with 100% employer match about $61,729 at 4% or $41,153 at 6%. |
| Bacardi Corp. Defined Contribution Union Employees Plan as of May 1, 2006 | - | 25 | $620,736 | $174,499 | $6,980iApproximate average salary by contribution assumption: employee only about $174,499 at 4% or $116,333 at 6%; with 50% employer match about $116,333 at 4% or $77,555 at 6%; with 100% employer match about $87,250 at 4% or $58,166 at 6%. |
| Long-Term Disability Plan for Admin. Employees of Bacardi Corporation | - | 157 | - | - | - |
| Group Life and Ad&D and Health Insurance Plan for Production and Maintenance Employees of Bacardi Corporation | - | 62 | - | - | - |
| Health Insurance Plan for Administrative Retirees of Bacardi Corporation Coverage with Medicare Advantage Coverage | - | 101 | - | - | - |
| Group Life, Accidental Death and Dismemberment, and Health Insurance Plan for Administrative Employees of Bacardi Corporation | - | 125 | - | - | - |
| Group Life and Ad&D Insurance Plan for Administrative Employees of Bacardi Corporation | - | 105 | - | - | - |
| 2022 | 9 | 159 | $74,382,768 | $1,658,429 | $10,430iApproximate average salary by contribution assumption: employee only about $260,759 at 4% or $173,840 at 6%; with 50% employer match about $173,840 at 4% or $115,893 at 6%; with 100% employer match about $130,380 at 4% or $86,920 at 6%. |
| Retirement Plan for Administrative Employees of Bacardi Corporation | - | 73 | $53,156,271 | - | - |
| Bacardi Corp. Defined Contribution Administrative Employees Plan as of October 1St, 2004 | - | 113 | $17,624,123 | $1,204,882 | $10,663iApproximate average salary by contribution assumption: employee only about $266,567 at 4% or $177,711 at 6%; with 50% employer match about $177,711 at 4% or $118,474 at 6%; with 100% employer match about $133,283 at 4% or $88,856 at 6%. |
| Bacardi Corp Defined Contribution Union Employees Plan | - | 54 | $3,208,563 | $293,875 | $5,442iApproximate average salary by contribution assumption: employee only about $136,053 at 4% or $90,702 at 6%; with 50% employer match about $90,702 at 4% or $60,468 at 6%; with 100% employer match about $68,027 at 4% or $45,351 at 6%. |
| Bacardi Corp. Defined Contribution Union Employees Plan as of May 1, 2006 | - | 22 | $393,811 | $159,672 | $7,258iApproximate average salary by contribution assumption: employee only about $181,445 at 4% or $120,964 at 6%; with 50% employer match about $120,964 at 4% or $80,642 at 6%; with 100% employer match about $90,723 at 4% or $60,482 at 6%. |
| Group Life and Ad&D Insurance Plan for Administrative Employees of Bacardi Corporation | - | 97 | - | - | - |
| Long-Term Disability Plan for Admin. Employees of Bacardi Corporation | - | 159 | - | - | - |
| Group Life, Accidental Death and Dismemberment, and Health Insurance Plan for Administrative Employees of Bacardi Corporation | - | 96 | - | - | - |
| Health Insurance Plan for Administrative Retirees of Bacardi Corporation Coverage with Medicare Advantage Coverage | - | 98 | - | - | - |
| Group Life and Ad&D and Health Insurance Plan for Production and Maintenance Employees of Bacardi Corporation | - | 62 | - | - | - |
| 2021 | 9 | 149 | $99,085,446 | $1,377,149 | $9,243iApproximate average salary by contribution assumption: employee only about $231,065 at 4% or $154,044 at 6%; with 50% employer match about $154,044 at 4% or $102,696 at 6%; with 100% employer match about $115,533 at 4% or $77,022 at 6%. |
| Retirement Plan for Administrative Employees of Bacardi Corporation | - | 77 | $73,631,698 | - | - |
| Bacardi Corp. Defined Contribution Administrative Employees Plan as of October 1St, 2004 | - | 99 | $21,174,178 | $1,002,481 | $10,126iApproximate average salary by contribution assumption: employee only about $253,152 at 4% or $168,768 at 6%; with 50% employer match about $168,768 at 4% or $112,512 at 6%; with 100% employer match about $126,576 at 4% or $84,384 at 6%. |
| Bacardi Corp Defined Contribution Union Employees Plan | - | 54 | $3,861,349 | $283,184 | $5,244iApproximate average salary by contribution assumption: employee only about $131,104 at 4% or $87,402 at 6%; with 50% employer match about $87,402 at 4% or $58,268 at 6%; with 100% employer match about $65,552 at 4% or $43,701 at 6%. |
| Bacardi Corp. Defined Contribution Union Employees Plan as of May 1, 2006 | - | 16 | $418,221 | $91,484 | $5,718iApproximate average salary by contribution assumption: employee only about $142,944 at 4% or $95,296 at 6%; with 50% employer match about $95,296 at 4% or $63,531 at 6%; with 100% employer match about $71,472 at 4% or $47,648 at 6%. |
| Long-Term Disability Plan for Admin. Employees of Bacardi Corporation | - | 149 | - | - | - |
| Health Insurance Plan for Administrative Retirees of Bacardi Corporation Coverage with Medicare Advantage Coverage | - | 107 | - | - | - |
| Group Life, Accidental Death and Dismemberment, and Health Insurance Plan for Administrative Employees of Bacardi Corporation | - | 127 | - | - | - |
| Group Life and Ad&D Insurance Plan for Administrative Employees of Bacardi Corporation | - | 87 | - | - | - |
| Group Life and Ad&D and Health Insurance Plan for Production and Maintenance Employees of Bacardi Corporation | - | 66 | - | - | - |
| 2020 | 10 | 144 | $97,848,236 | $1,550,940 | $10,770iApproximate average salary by contribution assumption: employee only about $269,260 at 4% or $179,507 at 6%; with 50% employer match about $179,507 at 4% or $119,671 at 6%; with 100% employer match about $134,630 at 4% or $89,753 at 6%. |
| Retirement Plan for Administrative Employees of Bacardi Corporation | - | 85 | $76,110,228 | - | - |
| Bacardi Corp. Defined Contribution Administrative Employees Plan as of October 1St, 2004 | - | 102 | $18,187,457 | $1,230,137 | $12,060iApproximate average salary by contribution assumption: employee only about $301,504 at 4% or $201,003 at 6%; with 50% employer match about $201,003 at 4% or $134,002 at 6%; with 100% employer match about $150,752 at 4% or $100,501 at 6%. |
| Bacardi Corp Defined Contribution Union Employees Plan | - | 54 | $3,249,731 | $258,896 | $4,794iApproximate average salary by contribution assumption: employee only about $119,859 at 4% or $79,906 at 6%; with 50% employer match about $79,906 at 4% or $53,271 at 6%; with 100% employer match about $59,930 at 4% or $39,953 at 6%. |
| Bacardi Corp. Defined Contribution Union Employees Plan as of May 1, 2006 | - | 12 | $300,820 | $61,907 | $5,159iApproximate average salary by contribution assumption: employee only about $128,973 at 4% or $85,982 at 6%; with 50% employer match about $85,982 at 4% or $57,321 at 6%; with 100% employer match about $64,486 at 4% or $42,991 at 6%. |
| Retirement Plan for Production & Maintenance Employees of Bacardi Corp. | - | 0 | - | - | - |
| Health Insurance Plan for Administrative Retirees of Bacardi Corporation Coverage with Medicare Advantage Coverage | - | 89 | - | - | - |
| Group Life, Accidental Death and Dismemberment, and Health Insurance Plan for Administrative Employees of Bacardi Corporation | - | 140 | - | - | - |
| Group Life and Ad&D Insurance Plan for Administrative Employees of Bacardi Corporation | - | 88 | - | - | - |
| Group Life and Ad&D and Health Insurance Plan for Production and Maintenance Employees of Bacardi Corporation | - | 55 | - | - | - |
| Long-Term Disability Plan for Admin. Employees of Bacardi Corporation | - | 144 | - | - | - |
| 2019 | 10 | 148 | $90,456,747 | $1,399,293 | $9,455iApproximate average salary by contribution assumption: employee only about $236,367 at 4% or $157,578 at 6%; with 50% employer match about $157,578 at 4% or $105,052 at 6%; with 100% employer match about $118,184 at 4% or $78,789 at 6%. |
| Retirement Plan for Administrative Employees of Bacardi Corporation | - | 50 | $58,596,859 | - | - |
| Bacardi Corp. Defined Contribution Administrative Employees Plan as of October 1St, 2004 | - | 112 | $16,043,735 | $1,124,508 | $10,040iApproximate average salary by contribution assumption: employee only about $251,006 at 4% or $167,338 at 6%; with 50% employer match about $167,338 at 4% or $111,558 at 6%; with 100% employer match about $125,503 at 4% or $83,669 at 6%. |
| Retirement Plan for Production & Maintenance Employees of Bacardi Corp. | - | 49 | $12,109,665 | - | - |
| Bacardi Corp Defined Contribution Union Employees Plan | - | 56 | $3,450,523 | $240,178 | $4,289iApproximate average salary by contribution assumption: employee only about $107,222 at 4% or $71,482 at 6%; with 50% employer match about $71,482 at 4% or $47,654 at 6%; with 100% employer match about $53,611 at 4% or $35,741 at 6%. |
| Bacardi Corp. Defined Contribution Union Employees Plan as of May 1, 2006 | - | 7 | $255,965 | $34,607 | $4,944iApproximate average salary by contribution assumption: employee only about $123,596 at 4% or $82,398 at 6%; with 50% employer match about $82,398 at 4% or $54,932 at 6%; with 100% employer match about $61,798 at 4% or $41,199 at 6%. |
| Health Insurance Plan for Administrative Retirees of Bacardi Corporation Coverage with Medicare Advantage Coverage | - | 95 | - | - | - |
| Long-Term Disability Plan for Admin. Employees of Bacardi Corporation | - | 148 | - | - | - |
| Group Life and Ad&D Insurance Plan for Administrative Employees of Bacardi Corporation | - | 92 | - | - | - |
| Group Life and Ad&D and Health Insurance Plan for Production and Maintenance Employees of Bacardi Corporation | - | 55 | - | - | - |
| Group Life, Accidental Death and Dismemberment, and Health Insurance Plan for Administrative Employees of Bacardi Corporation | - | 148 | - | - | - |
| 2018 | 10 | 149 | $78,763,166 | $1,468,948 | $9,859iApproximate average salary by contribution assumption: employee only about $246,468 at 4% or $164,312 at 6%; with 50% employer match about $164,312 at 4% or $109,541 at 6%; with 100% employer match about $123,234 at 4% or $82,156 at 6%. |
| Retirement Plan for Administrative Employees of Bacardi Corporation | - | 52 | $51,967,590 | - | - |
| Bacardi Corp. Defined Contribution Administrative Employees Plan as of October 1St, 2004 | - | 109 | $12,917,373 | $1,208,367 | $11,086iApproximate average salary by contribution assumption: employee only about $277,148 at 4% or $184,766 at 6%; with 50% employer match about $184,766 at 4% or $123,177 at 6%; with 100% employer match about $138,574 at 4% or $92,383 at 6%. |
| Retirement Plan for Production & Maintenance Employees of Bacardi Corp. | - | 50 | $10,685,080 | - | - |
| Bacardi Corp Defined Contribution Union Employees Plan | - | 59 | $3,012,447 | $237,047 | $4,018iApproximate average salary by contribution assumption: employee only about $100,444 at 4% or $66,962 at 6%; with 50% employer match about $66,962 at 4% or $44,642 at 6%; with 100% employer match about $50,222 at 4% or $33,481 at 6%. |
| Bacardi Corp. Defined Contribution Union Employees Plan as of May 1, 2006 | - | 6 | $180,676 | $23,534 | $3,922iApproximate average salary by contribution assumption: employee only about $98,058 at 4% or $65,372 at 6%; with 50% employer match about $65,372 at 4% or $43,581 at 6%; with 100% employer match about $49,029 at 4% or $32,686 at 6%. |
| Group Life and Ad&D and Health Insurance Plan for Production and Maintenance Employees of Bacardi Corporation | - | 53 | - | - | - |
| Group Life and Ad&D Insurance Plan for Administrative Employees of Bacardi Corporation | - | 93 | - | - | - |
| Long-Term Disability Plan for Admin. Employees of Bacardi Corporation | - | 148 | - | - | - |
| Group Life, Accidental Death and Dismemberment, and Health Insurance Plan for Administrative Employees of Bacardi Corporation | - | 149 | - | - | - |
| Health Insurance Plan for Administrative Retirees of Bacardi Corporation Coverage with Medicare Advantage Coverage | - | 0 | - | - | - |
| 2017 | 10 | 166 | $88,441,550 | $1,385,795 | $8,348iApproximate average salary by contribution assumption: employee only about $208,704 at 4% or $139,136 at 6%; with 50% employer match about $139,136 at 4% or $92,757 at 6%; with 100% employer match about $104,352 at 4% or $69,568 at 6%. |
| Retirement Plan for Administrative Employees of Bacardi Corporation | - | 53 | $58,389,864 | - | - |
| Bacardi Corp. Defined Contribution Administrative Employees Plan as of October 1St, 2004 | - | 111 | $14,329,414 | $1,138,827 | $10,260iApproximate average salary by contribution assumption: employee only about $256,493 at 4% or $170,995 at 6%; with 50% employer match about $170,995 at 4% or $113,997 at 6%; with 100% employer match about $128,246 at 4% or $85,498 at 6%. |
| Retirement Plan for Production & Maintenance Employees of Bacardi Corp. | - | 51 | $11,909,263 | - | - |
| Bacardi Corp Defined Contribution Union Employees Plan | - | 59 | $3,609,103 | $221,386 | $3,752iApproximate average salary by contribution assumption: employee only about $93,808 at 4% or $62,538 at 6%; with 50% employer match about $62,538 at 4% or $41,692 at 6%; with 100% employer match about $46,904 at 4% or $31,269 at 6%. |
| Bacardi Corp. Defined Contribution Union Employees Plan as of May 1, 2006 | - | 6 | $203,906 | $25,582 | $4,264iApproximate average salary by contribution assumption: employee only about $106,592 at 4% or $71,061 at 6%; with 50% employer match about $71,061 at 4% or $47,374 at 6%; with 100% employer match about $53,296 at 4% or $35,531 at 6%. |
| Group Life and Ad&D and Health Insurance Plan for Production and Maintenance Employees of Bacardi Corporation | - | 55 | - | - | - |
| Group Life, Accidental Death and Dismemberment, and Health Insurance Plan for Administrative Employees of Bacardi Corporation | - | 150 | - | - | - |
| Long-Term Disability Plan for Admin. Employees of Bacardi Corporation | - | 166 | - | - | - |
| Group Life and Ad&D Insurance Plan for Administrative Employees of Bacardi Corporation | - | 93 | - | - | - |
| Health Insurance Plan for Administrative Retirees of Bacardi Corporation Coverage with Medicare Advantage Coverage | - | 0 | - | - | - |
| 2016 | 10 | 166 | $81,743,874 | $1,255,400 | $7,563iApproximate average salary by contribution assumption: employee only about $189,066 at 4% or $126,044 at 6%; with 50% employer match about $126,044 at 4% or $84,029 at 6%; with 100% employer match about $94,533 at 4% or $63,022 at 6%. |
| Retirement Plan for Administrative Employees of Bacardi Corporation | - | 57 | $55,189,374 | - | - |
| Bacardi Corp. Defined Contribution Administrative Employees Plan as of October 1St, 2004 | - | 121 | $11,908,091 | $1,017,890 | $8,412iApproximate average salary by contribution assumption: employee only about $210,308 at 4% or $140,205 at 6%; with 50% employer match about $140,205 at 4% or $93,470 at 6%; with 100% employer match about $105,154 at 4% or $70,103 at 6%. |
| Retirement Plan for Production & Maintenance Employees of Bacardi Corp. | - | 51 | $11,350,499 | - | - |
| Bacardi Corp Defined Contribution Union Employees Plan | - | 60 | $3,135,350 | $212,360 | $3,539iApproximate average salary by contribution assumption: employee only about $88,483 at 4% or $58,989 at 6%; with 50% employer match about $58,989 at 4% or $39,326 at 6%; with 100% employer match about $44,242 at 4% or $29,494 at 6%. |
| Bacardi Corp. Defined Contribution Union Employees Plan as of May 1, 2006 | - | 6 | $160,560 | $25,150 | $4,192iApproximate average salary by contribution assumption: employee only about $104,792 at 4% or $69,861 at 6%; with 50% employer match about $69,861 at 4% or $46,574 at 6%; with 100% employer match about $52,396 at 4% or $34,931 at 6%. |
| Health Insurance Plan for Administrative Retirees of Bacardi Corporation Coverage with Medicare Advantage Coverage | - | 0 | - | - | - |
| Group Life, Accidental Death and Dismemberment, and Health Insurance Plan for Administrative Employees of Bacardi Corporation | - | 156 | - | - | - |
| Group Life and Ad&D and Health Insurance Plan for Production and Maintenance Employees of Bacardi Corporation | - | 55 | - | - | - |
| Group Life and Ad&D Insurance Plan for Administrative Employees of Bacardi Corporation | - | 101 | - | - | - |
| Long-Term Disability Plan for Admin. Employees of Bacardi Corporation | - | 166 | - | - | - |
| 2015 | 10 | 167 | $79,286,187 | $1,744,828 | $10,448iApproximate average salary by contribution assumption: employee only about $261,202 at 4% or $174,135 at 6%; with 50% employer match about $174,135 at 4% or $116,090 at 6%; with 100% employer match about $130,601 at 4% or $87,067 at 6%. |
| Retirement Plan for Administrative Employees of Bacardi Corporation | - | 60 | $54,819,464 | $300,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Retirement Plan for Production & Maintenance Employees of Bacardi Corp. | - | 52 | $11,174,209 | $110,000 | $2,115iApproximate average salary by contribution assumption: employee only about $52,885 at 4% or $35,256 at 6%; with 50% employer match about $35,256 at 4% or $23,504 at 6%; with 100% employer match about $26,442 at 4% or $17,628 at 6%. |
| Bacardi Corp. Defined Contribution Administrative Employees Plan as of October 1St, 2004 | - | 125 | $10,306,876 | $1,114,335 | $8,915iApproximate average salary by contribution assumption: employee only about $222,867 at 4% or $148,578 at 6%; with 50% employer match about $148,578 at 4% or $99,052 at 6%; with 100% employer match about $111,434 at 4% or $74,289 at 6%. |
| Bacardi Corp Defined Contribution Union Employees Plan | - | 64 | $2,860,386 | $202,563 | $3,165iApproximate average salary by contribution assumption: employee only about $79,126 at 4% or $52,751 at 6%; with 50% employer match about $52,751 at 4% or $35,167 at 6%; with 100% employer match about $39,563 at 4% or $26,375 at 6%. |
| Bacardi Corp. Defined Contribution Union Employees Plan as of May 1, 2006 | - | 5 | $125,252 | $17,930 | $3,586iApproximate average salary by contribution assumption: employee only about $89,650 at 4% or $59,767 at 6%; with 50% employer match about $59,767 at 4% or $39,844 at 6%; with 100% employer match about $44,825 at 4% or $29,883 at 6%. |
| Health Insurance Plan for Administrative Retirees of Bacardi Corporation Coverage with Medicare Advantage Coverage | - | 0 | - | - | - |
| Group Life, Accidental Death and Dismemberment, and Health Insurance Plan for Administrative Employees of Bacardi Corporation | - | 167 | - | - | - |
| Group Life and Ad&D and Health Insurance Plan for Production and Maintenance Employees of Bacardi Corporation | - | 55 | - | - | - |
| Group Life and Ad&D Insurance Plan for Administrative Employees of Bacardi Corporation | - | 104 | - | - | - |
| Long-Term Disability Plan for Admin. Employees of Bacardi Corporation | - | 154 | - | - | - |
| 2014 | 10 | 167 | $85,136,643 | $5,314,684 | $31,824iApproximate average salary by contribution assumption: employee only about $795,611 at 4% or $530,408 at 6%; with 50% employer match about $530,408 at 4% or $353,605 at 6%; with 100% employer match about $397,806 at 4% or $265,204 at 6%. |
| Retirement Plan for Administrative Employees of Bacardi Corporation | - | 67 | $59,782,840 | $1,540,000 | $22,985iApproximate average salary by contribution assumption: employee only about $574,627 at 4% or $383,085 at 6%; with 50% employer match about $383,085 at 4% or $255,390 at 6%; with 100% employer match about $287,313 at 4% or $191,542 at 6%. |
| Retirement Plan for Production & Maintenance Employees of Bacardi Corp. | - | 53 | $12,116,331 | $2,431,000 | $45,868iApproximate average salary by contribution assumption: employee only about $1,146,698 at 4% or $764,465 at 6%; with 50% employer match about $764,465 at 4% or $509,644 at 6%; with 100% employer match about $573,349 at 4% or $382,233 at 6%. |
| Bacardi Corp. Defined Contribution Administrative Employees Plan as of October 1St, 2004 | - | 143 | $10,406,774 | $1,125,452 | $7,870iApproximate average salary by contribution assumption: employee only about $196,757 at 4% or $131,172 at 6%; with 50% employer match about $131,172 at 4% or $87,448 at 6%; with 100% employer match about $98,379 at 4% or $65,586 at 6%. |
| Bacardi Corp Defined Contribution Union Employees Plan | - | 63 | $2,723,954 | $199,229 | $3,162iApproximate average salary by contribution assumption: employee only about $79,059 at 4% or $52,706 at 6%; with 50% employer match about $52,706 at 4% or $35,137 at 6%; with 100% employer match about $39,530 at 4% or $26,353 at 6%. |
| Bacardi Corp. Defined Contribution Union Employees Plan as of May 1, 2006 | - | 5 | $106,744 | $19,003 | $3,801iApproximate average salary by contribution assumption: employee only about $95,015 at 4% or $63,343 at 6%; with 50% employer match about $63,343 at 4% or $42,229 at 6%; with 100% employer match about $47,508 at 4% or $31,672 at 6%. |
| Group Life, Accidental Death and Dismemberment, and Health Insurance Plan for Administrative Employees of Bacardi Corporation | - | 112 | - | - | - |
| Group Life and Ad&D Insurance Plan for Administrative Employees of Bacardi Corporation | - | 117 | - | - | - |
| Group Life and Ad&D and Health Insurance Plan for Production and Maintenance Employees of Bacardi Corporation | - | 55 | - | - | - |
| Long-Term Disability Plan for Admin. Employees of Bacardi Corporation | - | 167 | - | - | - |
| Health Insurance Plan for Administrative Retirees of Bacardi Corporation Coverage with Medicare Advantage Coverage | - | 0 | - | - | - |
| 2013 | 9 | 179 | $70,338,996 | $6,980,649 | $38,998iApproximate average salary by contribution assumption: employee only about $974,951 at 4% or $649,967 at 6%; with 50% employer match about $649,967 at 4% or $433,312 at 6%; with 100% employer match about $487,475 at 4% or $324,984 at 6%. |
| Retirement Plan for Administrative Employees of Bacardi Corporation | - | 74 | $57,007,299 | $5,650,000 | $76,351iApproximate average salary by contribution assumption: employee only about $1,908,784 at 4% or $1,272,523 at 6%; with 50% employer match about $1,272,523 at 4% or $848,348 at 6%; with 100% employer match about $954,392 at 4% or $636,261 at 6%. |
| Retirement Plan for Production & Maintenance Employees of Bacardi Corp. | - | 55 | $9,438,547 | $840,000 | $15,273iApproximate average salary by contribution assumption: employee only about $381,818 at 4% or $254,545 at 6%; with 50% employer match about $254,545 at 4% or $169,697 at 6%; with 100% employer match about $190,909 at 4% or $127,273 at 6%. |
| Bacardi Corp Defined Contribution Union Employees Plan | - | 64 | $2,443,909 | $186,246 | $2,910iApproximate average salary by contribution assumption: employee only about $72,752 at 4% or $48,502 at 6%; with 50% employer match about $48,502 at 4% or $32,334 at 6%; with 100% employer match about $36,376 at 4% or $24,251 at 6%. |
| Bacardi Corp. Defined Contribution Administrative Employees Plan as of October 1St, 2004 | - | 47 | $1,343,063 | $294,156 | $6,259iApproximate average salary by contribution assumption: employee only about $156,466 at 4% or $104,311 at 6%; with 50% employer match about $104,311 at 4% or $69,540 at 6%; with 100% employer match about $78,233 at 4% or $52,155 at 6%. |
| Bacardi Corp. Defined Contribution Union Employees Plan as of May 1, 2006 | - | 6 | $106,178 | $10,247 | $1,708iApproximate average salary by contribution assumption: employee only about $42,696 at 4% or $28,464 at 6%; with 50% employer match about $28,464 at 4% or $18,976 at 6%; with 100% employer match about $21,348 at 4% or $14,232 at 6%. |
| Bacardi Corp. Defined Contribution Union Employees Plan as of May 1, 2006 | - | 0 | - | - | - |
| Group Life and Ad&D and Health Insurance Plan for Production and Maintenance Employees of Bacardi Corporation | - | 58 | - | - | - |
| Group Life, Accidental Death and Dismemberment, and Health Insurance Plan for Administrative Employees of Bacardi Corporation | - | 179 | - | - | - |
| Long-Term Disability Plan for Admin. Employees of Bacardi Corporation | - | 176 | - | - | - |
| 2012 | 9 | 187 | $69,027,242 | $5,076,478 | $27,147iApproximate average salary by contribution assumption: employee only about $678,674 at 4% or $452,449 at 6%; with 50% employer match about $452,449 at 4% or $301,633 at 6%; with 100% employer match about $339,337 at 4% or $226,225 at 6%. |
| Retirement Plan for Administrative Employees of Bacardi Corporation | - | 78 | $50,921,921 | $3,620,000 | $46,410iApproximate average salary by contribution assumption: employee only about $1,160,256 at 4% or $773,504 at 6%; with 50% employer match about $773,504 at 4% or $515,670 at 6%; with 100% employer match about $580,128 at 4% or $386,752 at 6%. |
| Retirement Plan for Production & Maintenance Employees of Bacardi Corp. | - | 55 | $8,719,824 | $600,000 | $10,909iApproximate average salary by contribution assumption: employee only about $272,727 at 4% or $181,818 at 6%; with 50% employer match about $181,818 at 4% or $121,212 at 6%; with 100% employer match about $136,364 at 4% or $90,909 at 6%. |
| Group Life, Accidental Death and Dismemberment, and Health Insurance Plan for Administrative Employees of Bacardi Corporation | - | 187 | - | - | - |
| Group Life and Ad&D and Health Insurance Plan for Production and Maintenance Employees of Bacardi Corporation | - | 58 | - | - | - |
| Long-Term Disability Plan for Admin. Employees of Bacardi Corporation | - | 178 | - | - | - |
| 2011 | 9 | 180 | $66,704,718 | $6,115,144 | $33,973iApproximate average salary by contribution assumption: employee only about $849,326 at 4% or $566,217 at 6%; with 50% employer match about $566,217 at 4% or $377,478 at 6%; with 100% employer match about $424,663 at 4% or $283,109 at 6%. |
| 2010 | 9 | 195 | $65,995,193 | $6,576,298 | $33,725iApproximate average salary by contribution assumption: employee only about $843,115 at 4% or $562,077 at 6%; with 50% employer match about $562,077 at 4% or $374,718 at 6%; with 100% employer match about $421,558 at 4% or $281,038 at 6%. |
| 2009 | 14 | 268 | $59,069,866 | $4,740,688 | $17,689iApproximate average salary by contribution assumption: employee only about $442,228 at 4% or $294,819 at 6%; with 50% employer match about $294,819 at 4% or $196,546 at 6%; with 100% employer match about $221,114 at 4% or $147,409 at 6%. |
| 2008 | 7 | 326 | $46,242,155 | $14,348,603 | $44,014iApproximate average salary by contribution assumption: employee only about $1,100,353 at 4% or $733,569 at 6%; with 50% employer match about $733,569 at 4% or $489,046 at 6%; with 100% employer match about $550,176 at 4% or $366,784 at 6%. |
| 2007 | 7 | 311 | $53,264,224 | $2,622,226 | $8,432iApproximate average salary by contribution assumption: employee only about $210,790 at 4% or $140,527 at 6%; with 50% employer match about $140,527 at 4% or $93,684 at 6%; with 100% employer match about $105,395 at 4% or $70,263 at 6%. |
| 2006 | 7 | 310 | $46,622,730 | $1,378,698 | $4,447iApproximate average salary by contribution assumption: employee only about $111,185 at 4% or $74,124 at 6%; with 50% employer match about $74,124 at 4% or $49,416 at 6%; with 100% employer match about $55,593 at 4% or $37,062 at 6%. |
| 2005 | 8 | 313 | $48,191,935 | $4,422,305 | $14,129iApproximate average salary by contribution assumption: employee only about $353,219 at 4% or $235,479 at 6%; with 50% employer match about $235,479 at 4% or $156,986 at 6%; with 100% employer match about $176,610 at 4% or $117,740 at 6%. |
| 2004 | 7 | 327 | $45,262,811 | $6,311,236 | $19,300iApproximate average salary by contribution assumption: employee only about $482,510 at 4% or $321,674 at 6%; with 50% employer match about $321,674 at 4% or $214,449 at 6%; with 100% employer match about $241,255 at 4% or $160,837 at 6%. |
| 2003 | 7 | 491 | $41,761,666 | $5,004,117 | $10,192iApproximate average salary by contribution assumption: employee only about $254,792 at 4% or $169,861 at 6%; with 50% employer match about $169,861 at 4% or $113,241 at 6%; with 100% employer match about $127,396 at 4% or $84,931 at 6%. |
| 2002 | 7 | 447 | $33,290,593 | $3,515,661 | $7,865iApproximate average salary by contribution assumption: employee only about $196,625 at 4% or $131,084 at 6%; with 50% employer match about $131,084 at 4% or $87,389 at 6%; with 100% employer match about $98,313 at 4% or $65,542 at 6%. |
| 2001 | 7 | 524 | $35,601,382 | $1,162,971 | $2,219iApproximate average salary by contribution assumption: employee only about $55,485 at 4% or $36,990 at 6%; with 50% employer match about $36,990 at 4% or $24,660 at 6%; with 100% employer match about $27,743 at 4% or $18,495 at 6%. |
| 2000 | 8 | 399 | $40,543,105 | $869,612 | $2,179iApproximate average salary by contribution assumption: employee only about $54,487 at 4% or $36,325 at 6%; with 50% employer match about $36,325 at 4% or $24,216 at 6%; with 100% employer match about $27,243 at 4% or $18,162 at 6%. |
| 1999 | 4 | 407 | $42,086,343 | $0 | - |