Form 5500 · Employee benefit plan · SAN JUAN
BACARDI CORPORATION
The filing calls this plan DISABILITY PLAN FOR BACARDI CORPORATION.
BACARDI CORPORATION of SAN JUAN, PR is a 157-participant manufacturing employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is IKON INSURANCE, INC.. Coverage is written through NEW YORK LIFE GROUP BENEFIT SOLUTIONS and 1 other carrier. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 66-0175247 · plan 505 · plan year 2025, filed Oct 13, 2025
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
All 2 insured contracts are disability coverage, split across NEW YORK LIFE GROUP BENEFIT SOLUTIONS and CHUBB INSURANCE COMPANY.
Reported premium across the insured contracts is $106,991, with $22,713 in disclosed broker commissions — about 21% of premium.
The most recent policy period ended in March, and the plan year ends March 31. Group contracts typically renew on that annual cycle.
IKON INSURANCE, INC. is the broker of record on all 2 contracts.
Two carriers split the book: NEW YORK LIFE GROUP BENEFIT SOLUTIONS and CHUBB INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| NEW YORK LIFE GROUP BENEFIT SOLUTIONS | Disability | 146 | Apr 1, 2025 | $86,947 | $18,704 |
| CHUBB INSURANCE COMPANY | Disability | 160 | Apr 1, 2025 | $20,044 | $4,009 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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