PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ALLIED BEVERAGE GROUP, L.L.C.
Sponsor portfolioTH

ALLIED BEVERAGE GROUP, L.L.C.

EIN 22-3408559-wine and spirits-Latest filing 2025
Plans
3
Retirement
2
$163.7M assets
Welfare
1
$6.7M premiums
Participants
1,476
700 KAPKOWSKI ROAD - ELIZABETH, NJ 07201908-929-5000alliedbeverage.comLinkedIn501-1000 employeeswine and spirits
Plans on this EIN
3 filings
#002401k-$90.8M - 327 part#001401k-$72.9M - 481 part#501Fully Insured-$6.7M - 755 lives

Retirement portfolio analytics

2 plans aggregated / $163.7M assets / 808 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • UNION RETIREMENT PLAN (#002)55%
  • 401 (K) PLAN (#001)45%
Total $163.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • SENTINEL PENSION ADVISORS100%
Total $163.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401 (K) PLAN (#001)481
  • UNION RETIREMENT PLAN (#002)327
Total 808Click row to drill in

Benefits portfolio analytics

1 plan / $6.7M premiums / 755 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.4M
  • Dental$6.4M
  • Vision$6.4M
  • Other$337K
  • Life$302K
  • Long-term disability$302K
Total $6.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • AETNA LIFE INSURANCE COMPANY96%
  • HARTFORD LIFE AND ACCIDENT4%
Total $6.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • MARSH & MCLENNAN AGENCY LLC86%
  • JAMES R NELLIGAN & ASSOCIATES LLC14%
Total $108K2 slices

Plan deep-dives

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

ALLIED BEVERAGE GROUP LOCAL 2-D UNION RETIREMENT PLAN

401k

Assets$90.8M
Participants327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN

401k

Assets$72.9M
Participants481
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLIED BEVERAGE GROUP, LLC, GROUP INSURANCE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$6.7M
Covered lives755
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALLIED BEVERAGE GROUP LOCAL 2-D UNION RETIREMENT PLAN401k$90.8M3272024
001ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN401k$72.9M4812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLIED BEVERAGE GROUP, LLC, GROUP INSURANCE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$6.7M7552025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica