Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $30.3M assets / 236 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $3.4M premiums / 404 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Fully insured - ANTHEM HEALTH PLANS OF KY, INC
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FOUR ROSES DISTILLERY LLC SAVINGS PLAN | 401(k) | $25.4M | 179 | 2025 |
| #002 | FOUR ROSES DISTILLERY, LLC PENSION PLAN | Traditional DB | $4.9M | 57 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FOUR ROSES DISTILLERY LLC EMPLOYEE BENEFITS PLAN | Fully insured | ANTHEM HEALTH PLANS OF KY, INC | $3.4M | 404 | 2025 |