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BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES

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Plan General Information

BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES Total Retirement Plan Assets

At the end of 2001, the total retirement plan assets of BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES is $732,121.00.This plan was established in 1998.

BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES Total Number of Retirement Plan Participants

At the end of 2001, the total number of retirement plan participants in BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES is 144

BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES Average Participant Retirement Account Value

In 2001, the average participant retirement account value for BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES is $5,084.00

BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES Estimated Average Employee Contribution Amount

In 2001, the estimated average employee contribution amount per participant for BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES is $1,897.00.

BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES Estimated Average Employer Match

In 2001, the estimated average employer match for an employee in BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES is approximately $515.00
Investing in this additonal $515.00 for 20 years would give you extra $32,999.00, assuming a 10% annual return.

BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES Total Employer Contribution and Match Rate

In 2001, BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES allocates $74,249.00 to match its employees' contributions, providing an employer match rate of 54.34% of their contributions

BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES Total Retirement Plan Asset Growth Rate

In 2001, the total retirement plan asset growth rate of BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES is 18.86%.

BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES Estimated Aggregate Retirement Account Investment Gain/Loss

In 2001, the estimated aggregate retirement account investment gain/loss for BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES is -3.09%. This measures the effectiveness of the plan participants' investments in the year.

BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES Expense Ratio

In 2001, the investment and administrative expense ratio of BACARDI CORPORATION 401 K RETIREMENT PENSION PLAN UNION EMPLOYEES is 0.05%.

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