Form 5500 · Employee benefit plan · CORAL GABLES, FL
BACARDI USA INC AND AFFILIATES
Public Form 5500 records show how BACARDI USA INC AND AFFILIATES (CORAL GABLES, FL) structures its employee benefits. Its broker of record is MARSH AND MCLENNAN AGENCY. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-1507147 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 788 | December | $93,540 |
| PETERSON INTERNATIONAL UNDERWRITERS | — | 73 | December | $35,645 |
| PRE-PAID LEGAL SERVICES INC DAB LEGAL SHIELD | — | 63 | December | $1,865 |
| METROPOLITAN LIFE INSURANCE | Life | 24 | December | $1,531 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | — | 42 | December | $1,118 |
| HARTFORD LIFE AND ACCIDENT | — | 39 | December | $789 |
| HUMANA INSURANCE COMPANY | Vision | 960 | December | $0 |
Questions
Who is BACARDI USA INC AND AFFILIATES's benefits broker?
Per its most recent Form 5500 Schedule A, BACARDI USA INC AND AFFILIATES's broker of record is MARSH AND MCLENNAN AGENCY.
What insurance carrier does BACARDI USA INC AND AFFILIATES use?
BACARDI USA INC AND AFFILIATES's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does BACARDI USA INC AND AFFILIATES's group plan renew?
The most recent Schedule A policy period for BACARDI USA INC AND AFFILIATES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BACARDI USA INC AND AFFILIATES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.