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Sponsor portfolio

THE WINE ENTHUSIAST, INC.

EIN 13-3210603-retail-Latest filing 2025
Plans
2
Retirement
1
$18.0M assets
Welfare
1
$162K premiums
Participants
403
200 SUMMIT LAKE DRIVE, 4TH FLOOR - VALHALLA, NY 10595800-356-8466wineenthusiast.comLinkedIn51-200 employeesretail
Plans on this EIN
2 filings
#001401k-$18.0M - 225 part#501Mixed-$162K - 178 lives

Benefits portfolio analytics

1 plan / $162K premiums / 178 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$112K
  • Life$43K
  • Long-term disability$43K
  • Other$43K
  • Vision$8K
Total $162K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • ANTHEM LIFE INSURANCE COMPANY69%
  • METROPOLITAN LIFE INSURANCE COMPANY26%
  • DAVIS VISION5%
Total $162K3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • ACRISURE LLC75%
  • PGM INSURANCE SERVICES, LLC23%
  • MARTIN INSURANCE GROUP2%
Total $105K3 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

THE WINE ENTHUSIAST, INC. 401(K) PLAN

401k

Assets$18.0M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WINE ENTHUSIAST EMPLOYEE BENEFIT PLAN

Mixed - ANTHEM BLUE CROSS

Premiums$162K
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE WINE ENTHUSIAST, INC. 401(K) PLAN401k$18.0M2252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WINE ENTHUSIAST EMPLOYEE BENEFIT PLANMixedANTHEM BLUE CROSS$162K1782025
Retirement plans
Welfare plans
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