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  2. PEERLESS BEVERAGE CO.
Sponsor portfolio

PEERLESS BEVERAGE CO.

EIN 22-1429984-food & beverages-Latest filing 2025
Plans
3
Retirement
2
$56.7M assets
Welfare
1
$2.2M premiums
Participants
608
1000 FLORAL AVENUE NORTH - UNION, NJ 070837759908-351-0101LinkedIn51-200 employeesfood & beverages
Plans on this EIN
3 filings
#002401k-$40.9M - 149 part#003401k-$15.8M - 171 part#501Mixed-$2.2M - 195 lives

Retirement portfolio analytics

2 plans aggregated / $56.7M assets / 320 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PROFIT SHARING PLAN (#002)72%
  • PEERLESS TRANSPORT 401(K) (#003)28%
Total $56.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • ASCENSUS LLC100%
Total $56.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PEERLESS TRANSPORT 401(K) (#003)171
  • PROFIT SHARING PLAN (#002)149
Total 320Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$111K
  • Vision$17K
Total $2.2M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY99%
  • VISION SERVICE PLAN1%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PILOT BENEFITS GROUP LLC100%
Total $37K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PEERLESS BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$40.9M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PEERLESS TRANSPORT 401(K) PLAN

401k

Assets$15.8M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PEERLESS BEVERAGE CO. HEALTH & WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PEERLESS BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN401k$40.9M1492024
003PEERLESS TRANSPORT 401(K) PLAN401k$15.8M1712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PEERLESS BEVERAGE CO. HEALTH & WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.2M1952025
Retirement plans
Welfare plans
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