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Sponsor portfolio

RUBY WINES, INC.

EIN 04-2036447-wine and spirits-Latest filing 2025
Plans
2
Retirement
1
$19.1M assets
Welfare
1
$1.2M premiums
Participants
338
625 BODWELL STREET EXT. - AVON, MA 02322508-588-7007rubywines.comLinkedIn51-200 employeeswine and spirits
Plans on this EIN
2 filings
#001401k-$19.1M - 190 part#501Fully Insured-$1.2M - 148 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Life$95K
  • Short-term disability$95K
  • Other$95K
  • Dental$70K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • MASS GENERAL BRIGHAM HEALTH PLAN86%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA8%
  • BLUE CROSS OF CALIFORNIA6%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • GALLAGHER BENEFIT SERVICES, INC.95%
  • INDIGO INSURANCE SERVICES5%
Total $47K2 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

RUBY WINES, INC. 401K PROFIT SHARING TRUST

401k

Assets$19.1M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RUBY WINES, INC. HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - MASS GENERAL BRIGHAM HEALTH PLAN

Premiums$1.2M
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RUBY WINES, INC. 401K PROFIT SHARING TRUST401k$19.1M1902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RUBY WINES, INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredMASS GENERAL BRIGHAM HEALTH PLAN$1.2M1482025
Retirement plans
Welfare plans
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