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Sponsor portfolio

FOUR ROSES DISTILLERY LLC

EIN 06-1636822-food & beverages-Latest filing 2025
Plans
3
Retirement
2
$27.3M assets
Welfare
1
$3.4M premiums
Participants
444
1224 BONDS MILL ROAD - LAWRENCEBURG, KY 40342502-839-2636fourrosesbourbon.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
3 filings
#001401k-$22.4M - 170 part#002TraditionalDB-$4.9M - 57 part#501Fully Insured-$3.4M - 404 lives

Retirement portfolio analytics

2 plans aggregated / $27.3M assets / 227 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • DISTILLERY LLC Savings (#001)82%
  • DISTILLERY, LLC PENSION (#002)18%
Total $27.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DISTILLERY LLC Savings (#001)170
  • DISTILLERY, LLC PENSION (#002)57
Total 227Click row to drill in

Benefits portfolio analytics

1 plan / $3.4M premiums / 404 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Dental$3.2M
  • Vision$3.2M
  • Prescription drug$3.2M
  • Life$89K
  • Other$89K
  • +2 more
Total $3.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • ANTHEM LIFE INSURANCE COMPANY95%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Total $3.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • BENEFIT INSURANCE MARKETING, INC.88%
  • JAMES R NELLIGAN & ASSOCIATES LLC12%
Total $88K2 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

FOUR ROSES DISTILLERY LLC SAVINGS PLAN

401k

Assets$22.4M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FOUR ROSES DISTILLERY, LLC PENSION PLAN

TraditionalDB

Assets$4.9M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FOUR ROSES DISTILLERY LLC EMPLOYEE BENEFITS PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KY, INC

Premiums$3.4M
Covered lives404
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FOUR ROSES DISTILLERY LLC SAVINGS PLAN401k$22.4M1702024
002FOUR ROSES DISTILLERY, LLC PENSION PLANTraditionalDB$4.9M572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FOUR ROSES DISTILLERY LLC EMPLOYEE BENEFITS PLANFully InsuredANTHEM HEALTH PLANS OF KY, INC$3.4M4042025
Retirement plans
Welfare plans
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