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Sponsor portfolio

TRADITIONS SPIRITS INC.

EIN 20-8458527-Latest filing 2025
Plans
2
Retirement
1
$2.8M assets
Welfare
1
$281K premiums
Participants
1,597
2460 BOARDWALK STREET - NORMAN, OK 73069405-392-4550
Plans on this EIN
2 filings
#001401k-$2.8M - 1,021 part#503Mixed-$281K - 772 lives

Benefits portfolio analytics

1 plan / $281K premiums / 772 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$161K
  • Vision$161K
  • Other$119K
  • Life$105K
  • Short-term disability$105K
  • Long-term disability$105K
Total $281K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • AMERITAS LIFE INSURANCE CORP.57%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY37%
  • CALL A DOCTOR PLUS3%
  • COMMUNITY CARE2%
Total $281K4 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • ALLIANT INSURANCE SERVICES, INC.77%
  • GIS BENEFITS INC14%
  • CENTERSTONE INSURANCE AND FINANCIAL10%
Total $50K3 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

TRADITIONS SPIRITS INC 401(K) PLAN

401k

Assets$2.8M
Participants1,021
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

TRADITIONS SPIRITS, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - AMERITAS LIFE INSURANCE CORP.

Premiums$281K
Covered lives772
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRADITIONS SPIRITS INC 401(K) PLAN401k$2.8M1,0212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503TRADITIONS SPIRITS, INC. HEALTH AND WELFARE BENEFIT PLANMixedAMERITAS LIFE INSURANCE CORP.$281K7722025
Retirement plans
Welfare plans
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