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  2. SOUTHERN GLAZER'S WINE AND SPIRITS OF MASSACHUSETTS, LLC
Sponsor portfolio

SOUTHERN GLAZER'S WINE AND SPIRITS OF MASSACHUSETTS, LLC

EIN 04-1123650-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
2
$92.2M assets
Welfare
1
$7.4M premiums
Participants
835
45 COMMERCE WAY - NORTON, MA 02766508-587-1110
Plans on this EIN
3 filings
#001401k-$69.9M - 258 part#002401k-$22.3M - 154 part#501Mixed-$7.4M - 839 lives

Retirement portfolio analytics

2 plans aggregated / $92.2M assets / 412 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • LLC EMPLOYEES' TRUST (#001)76%
  • 401(K) RETIREMENT PLAN (#002)24%
Total $92.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC EMPLOYEES' TRUST (#001)258
  • 401(K) RETIREMENT PLAN (#002)154
Total 412Click row to drill in

Benefits portfolio analytics

1 plan / $7.4M premiums / 839 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.9M
  • Prescription drug$6.9M
  • Other$538K
  • Dental$507K
  • Life$507K
  • Long-term disability$507K
  • +1 more
Total $7.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • HARVARD PILGRIM HEALTH CARE92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • VISION SERVICE PLAN1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $7.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • GALLAGHER BENEFIT SERVICES, INC.77%
  • HPHC INSURANCE AGENCY, INC.11%
  • EASTERN INSURANCE GROUP LLC6%
  • USI INSURANCE SERVICES LLC6%
Total $149K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOUTHERN GLAZER'S WINE AND SPIRITS OF MASSACHUSETTS, LLC EMPLOYEES' TRUST

401k

Assets$69.9M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SOUTHERN GLAZER'S WINE AND SPIRITS OF MASSACHUSETTS, LLC 401(K) RETIREMENT PLAN

401k

Assets$22.3M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HORIZON BEVERAGE COMPANY, INC. HEALTH AND WELFARE BENEFITS

Mixed - HARVARD PILGRIM HEALTH CARE

Premiums$7.4M
Covered lives839
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHERN GLAZER'S WINE AND SPIRITS OF MASSACHUSETTS, LLC EMPLOYEES' TRUST401k$69.9M2582025
002SOUTHERN GLAZER'S WINE AND SPIRITS OF MASSACHUSETTS, LLC 401(K) RETIREMENT PLAN401k$22.3M1542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HORIZON BEVERAGE COMPANY, INC. HEALTH AND WELFARE BENEFITSMixedHARVARD PILGRIM HEALTH CARE$7.4M8392025
Retirement plans
Welfare plans
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