Jim Beam Brands Co. 401(k) Plan: Login, Facts & Contact Information

Jim Beam Brands Co. 401(k) Plan Facts

Plan name
JIM BEAM BRANDS COMPANY UNION 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
JIM BEAM BRANDS CO.
Participants
742 (649 active employees)
Former employees with a balance
61
Plan assets
$57,499,656 at Dec 31, 2024
Average account balance
$85,059 across 676 accounts
Employer contributions
$1,889,926 in plan year 2024 (38% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 2002
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.04 million went into the plan in contributions, $1.89 million of it from the employer (38%).
  • $3.76 million was paid out to participants.
  • Investment and other income added $7.02 million.
  • Administrative expenses were $13,642, about $20 per account.

How the Jim Beam Brands Co. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019643$31.8 million$1.46 million$874,380
2020650$38.4 million$1.51 million$3.16 million
2021646$47.1 million$1.66 million$1.38 million
2022685$41.4 million$1.84 million$1.86 million
2023770$49.2 million$1.85 million$4.80 million
2024742$57.5 million$1.89 million$3.76 million

Jim Beam Brands Co. 401(k) Contact Information

Phone
312-964-6999
Mailing address
222 W MERCHANDISE MART PLAZA, CHICAGO IL 60654
Plan sponsor
JIM BEAM BRANDS CO.
Employer identification number (EIN)
13-2581196
Plan number
006

Questions about the Jim Beam Brands Co. 401(k)

Does Jim Beam Brands Co contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.89 million, 38% of all contributions.

Does the Jim Beam Brands Co 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Jim Beam Brands Co 401(k) plan?

742 participants at the start of plan year 2024, 649 of them active employees, and 61 former employees who still had money in the plan.

What is the average 401(k) balance at Jim Beam Brands Co?

About $85,059 per account: $57.5 million in plan assets across 676 accounts with a balance at the end of plan year 2024.

Who manages the Jim Beam Brands Co 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Jim Beam Brands Co. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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