Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EMPIRE MERCHANTS NORTH, LLC
EIN 20-8448427wine and spiritsLatest filing 2025
Plans
4
Retirement
3
$93.2M assets
Welfare
1
$473K premiums
Participants
850
16 HOUGHTALING RD - WEST COXSACKIE, NY 121921341800-724-5655empirenorth.comLinkedIn501-1000 employeeswine and spirits
Retirement portfolio analytics
3 plans aggregated / $93.2M assets / 712 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $473K premiums / 480 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$313K
- Short-term disability$313K
- Long-term disability$313K
- Health$160K
- Dental$160K
- Vision$160K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- ANTHEM LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- MARSHALL & STERLING EMPLOYEE BENEFI100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EMPIRE MERCHANTS NORTH 401(K) PLAN
401k
Assets$48.5M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
EMPIRE MERCHANTS NORTH SALES UNION 401(K) PLAN
401k
Assets$42.7M
Participants294
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
EMPIRE MERCHANTS NORTH KINGSTON TEAMSTERS 401(K) PLAN
401k
Assets$2.1M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EMPIRE MERCHANTS NORTH HEALTH & WELFARE BENEFITS PLAN
Fully Insured - ANTHEM LIFE AND DISABILITY INS CO
Premiums$473K
Covered lives480
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EMPIRE MERCHANTS NORTH 401(K) PLAN | 401k | $48.5M | 321 | 2024 | |
| 003 | EMPIRE MERCHANTS NORTH SALES UNION 401(K) PLAN | 401k | $42.7M | 294 | 2024 | |
| 006 | EMPIRE MERCHANTS NORTH KINGSTON TEAMSTERS 401(K) PLAN | 401k | $2.1M | 97 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EMPIRE MERCHANTS NORTH HEALTH & WELFARE BENEFITS PLAN | Fully Insured | ANTHEM LIFE AND DISABILITY INS CO | $473K | 480 | 2025 |
Retirement plans
Welfare plans