Suntory Global Spirits 401(k) and pension plans

Suntory Global Spirits, Inc., New York, NY. EIN 13-3295276. Annual reports 2009–2024. Also filed as Fortune Brands, Inc.; Beam Inc. F/K/A Fortune Brands, Inc; Fortune Brands Inc.; Beam Inc. F/K/A Fortune Brands Inc.

Suntory Global Spirits, Inc. has one active retirement plan on file, the Suntory Global Spirits Retirement Savings Plan, with 2,902 participants and $631 million in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans
1
Participants
2,902
Plan assets
$631 million
401(k) recordkeeper
Fidelity
Plans on file
2
Industry
Holding companies

All 2 plans

Active plans first

Suntory Global Spirits Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 13-3295276
Participants (2024)
2,902
Net assets (2024)
$631 million
Recordkeeper
Fidelity2009–2024
Plan administrator
Suntory Global Spirits, Inc.
11 Madison Avenue
New York, NY 10010
(201) 312-3656As filed for 2024
In effect since
January 1, 1986

Earlier sponsors: Fortune Brands Inc. (2009–2010); Beam Inc. F/K/A Fortune Brands Inc. (2011); Beam Inc. (2012–2013); Beam Suntory Inc. (F/K/A Beam Inc.) (2014).

Earlier plan names: Fortune Brands Retirement Savings Plan; Beam Retirement Savings Plan F/K/A Fortune Brands Retirement Savings Plan; Beam Retirement Savings Plan; Beam Suntory Retirement Savings Plan (F/K/A Beam Retirement Savings Plan).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,902$631 millionFidelity
20232,986$577 millionFidelity
20222,883$476 millionFidelity
20212,659$559 millionFidelity
20202,487$479 millionFidelity
20192,490$412 millionFidelity
20182,425$336 millionFidelity
20172,338$350 millionFidelity
20162,255$294 millionFidelity
20152,221$276 millionFidelity
20142,106$273 millionFidelity
20132,171$266 millionFidelity
20122,422$227 millionFidelity
20112,250$210 millionFidelity
20109,351$777 millionFidelity
20099,624$690 millionFidelity

Beam Inc. Pension Plan for Former Employees of Fortune Brands, Inc. F/K/A Fortune Brands Pension Plan

Pension (defined benefit)Merged

Merged. In 2011 its assets moved to the Moen Incorporated Pension Plan, sponsored by Moen Incorporated (EIN 36-0548230, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
002Employer EIN 13-3295276
Participants (2010)
463
Net assets (2010)
$47.1 million
Administered by
Alight2009–2010
Plan administrator
Beam Inc. F/K/A Fortune Brands, Inc
510 Lake Cook Road
Deerfield, IL 60015
(847) 484-4400As filed for 2011
In effect since
December 31, 1985

Earlier sponsor: Fortune Brands, Inc. (2009–2010).

Earlier plan names: Fortune Brands Pension Plan.

Year by year, 2009 to 2011
Plan yearParticipantsNet assetsRecordkeeper
20110$0not listed
2010463$47.1 millionAlight
2009465$43.9 millionAlight

Plans that moved to another employer

PlanNow sponsored bySince
Fortune Brands Innovations Hourly Employee Retirement Savings PlanFortune Brands Innovations, Inc.2011

These plans once filed under Suntory Global Spirits's tax ID and are now filed by another employer, usually after a sale or spin-off. Accounts moved with them.

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Suntory Global Spirits Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((201) 312-3656). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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