BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN

Plan Contact

  • Address: PO BOX 363549,SAN JUAN,PR
  • Contact person: EDWIN ZAYAS
  • Phone: (787) 788-1500

Plan General Information

BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN Total Retirement Plan Assets

At the end of 2012, the total retirement plan assets of BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN is $2,124,916.00.This plan was established in 1998.

BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN Total Number of Retirement Plan Participants

At the end of 2012, the total number of retirement plan participants in BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN is 101

BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN Average Participant Retirement Account Value

In 2012, the average participant retirement account value for BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN is $21,038.00

BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN Estimated Average Employee Contribution Amount

In 2012, the estimated average employee contribution amount per participant for BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN is $1,763.00.

BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN Estimated Average Employer Match

In 2012, the estimated average employer match for an employee in BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN is approximately $814.00
Investing in this additonal $814.00 for 20 years would give you extra $52,128.00, assuming a 10% annual return.

BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN Total Employer Contribution and Match Rate

In 2012, BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN allocates $82,265.00 to match its employees' contributions, providing an employer match rate of 92.38% of their contributions

BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN Total Retirement Plan Asset Growth Rate

In 2012, the total retirement plan asset growth rate of BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN is 12.30%.

BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2012, the estimated aggregate retirement account investment gain/loss for BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN is 4.60%. This measures the effectiveness of the plan participants' investments in the year.

BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN Expense Ratio

In 2012, the investment and administrative expense ratio of BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN is 0.15%.

Enrollment Features

BACARDI CORP DEFINED CONTRIBUTION UNION EMPLOYEES PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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