Form 5500 · Employee benefit plan · LOUISVILLE, KY
BROWN-FORMAN CORPORATION
BROWN-FORMAN CORPORATION of LOUISVILLE, KY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-0143150 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 2,825 | December | $108,676 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 1,981 | December | $20,301 |
| NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | — | 5,000 | June | $2,405 |
| ACE AMERICAN INSURANCE COMPANY | — | 5,000 | December | $0 |
Questions
Who is BROWN-FORMAN CORPORATION's benefits broker?
Per its most recent Form 5500 Schedule A, BROWN-FORMAN CORPORATION's broker of record is MERCER HEALTH & BENEFITS LLC.
What insurance carrier does BROWN-FORMAN CORPORATION use?
BROWN-FORMAN CORPORATION's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does BROWN-FORMAN CORPORATION's group plan renew?
The most recent Schedule A policy period for BROWN-FORMAN CORPORATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BROWN-FORMAN CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.