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Sponsor portfolio

HIGH GRADE BEVERAGE CO.

EIN 22-0989250-Wholesale Trade-Latest filing 2025
Plans
5
Retirement
4
$54.3M assets
Welfare
1
$240K premiums
Participants
1,050
P. O. BOX 7092 - NORTH BRUNSWICK, NJ 08902732-821-7600
Plans on this EIN
5 filings
#004401k-$22.7M - 393 part#001TraditionalDB-$15.6M - 181 part#002TraditionalDB-$11.5M - 170 part#003TraditionalDB-$4.4M - 58 part#504Mixed-$240K - 253 lives

Retirement portfolio analytics

4 plans aggregated / $54.3M assets / 802 participants

Assets by plan

Share of aggregate retirement assets

42%top
  • GRADE BEVERAGE 401(K) (#004)42%
  • BEVERAGE UNION PENSION (#001)29%
  • BEVERAGE RETIREMENT FUND (#002)21%
  • HILL UNION PENSION (#003)8%
Total $54.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GRADE BEVERAGE 401(K) (#004)393
  • BEVERAGE UNION PENSION (#001)181
  • BEVERAGE RETIREMENT FUND (#002)170
  • HILL UNION PENSION (#003)58
Total 802Click row to drill in

Benefits portfolio analytics

1 plan / $240K premiums / 253 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$159K
  • Life$45K
  • Other$21K
  • Long-term disability$15K
Total $240K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • DELTA DENTAL OF CALIFORNIA66%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA27%
  • QUANTUM HEALTH SOLUTIONS7%
Total $240K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • INNOVATIVE BENEFIT PLANNING, LLC100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

HIGH GRADE BEVERAGE 401(K) PLAN

401k

Assets$22.7M
Participants393
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HIGH GRADE BEVERAGE UNION PENSION PLAN

TraditionalDB

Assets$15.6M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HIGH GRADE BEVERAGE RETIREMENT FUND

TraditionalDB

Assets$11.5M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MINE HILL UNION PENSION PLAN

TraditionalDB

Assets$4.4M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

HIGH GRADE BEVERAGE CO. EMPLOYEE BENEFITS PLAN

Mixed - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$240K
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
004HIGH GRADE BEVERAGE 401(K) PLAN401k$22.7M3932024
001HIGH GRADE BEVERAGE UNION PENSION PLANTraditionalDB$15.6M1812025
002HIGH GRADE BEVERAGE RETIREMENT FUNDTraditionalDB$11.5M1702025
003MINE HILL UNION PENSION PLANTraditionalDB$4.4M582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504HIGH GRADE BEVERAGE CO. EMPLOYEE BENEFITS PLANMixedDELTA DENTAL OF NEW JERSEY, INC.$240K2532025
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