Plan Ledger DOL Form 5500 · updated monthly

Bacardi USA Inc and Affiliatesbenefits

Bacardi U.S.A., Inc Employee Benefits Plan · CORAL GABLES, FL · plan year 2025

Broker compensation reported · 2025
$116,416

Bacardi USA Inc and Affiliates's benefits plans covered 654 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $116,416 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $178 per covered person, below the median for employer plans that report broker pay. Broker pay fell 27% from $160,447 in 2024.

Insurance contracts · 20256
PETERSON INTERNATIONAL UNDERWRITERS · stdpremiums n/a · 71 covered
HARTFORD LIFE AND ACCIDENT · stdpremiums n/a · 31 covered
PRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELDpremiums n/a · 63 covered
HUMANA INSURANCE COMPANY · visionpremiums n/a · 902 covered
METROPOLITAN LIFE INSURANCE COMPANY · life ltdpremiums n/a · 1,537 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 18 covered
Brokers & agents paid · 20256
MARSH & MCLENNAN AGENCY, LLC$112,131 · incl $9,045 fees
ANA MARIA LEON$1,179
REUBEN WARNER ASSOCIATES, INC.$1,127 · incl $483 fees
CROUSE COMPANY, LLC$375
5 individual agents · names withheld$1,164

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 131507147 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.