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  2. Allied Beverage Group, L.L.C.
  • Retirement analytics
  • Benefits analytics
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Filings through Oct 24, 2026.

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Allied Beverage Group, L.L.C.

EIN 22-3408559-wine and spirits-Latest filing 2025
Plans
3
Retirement
2
$173.5M assets
Health & Benefits
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
#002401(k)-$98.1M - 329 part#001401(k)-$75.4M - 479 part#501Fully insured-$6.7M - 755 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $173.5M assets / 808 participants

Assets by plan

Share of aggregate retirement assets

  • UNION RETIREMENT PLAN (#002)$98.1M
  • 401 (K) PLAN (#001)$75.4M
Total $173.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • SENTINEL BENEFITS GROUP, LLC$173.5M
Total $173.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401 (K) PLAN (#001)479
  • UNION RETIREMENT PLAN (#002)329
Total 808Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

ALLIED BEVERAGE GROUP LOCAL 2-D UNION RETIREMENT PLAN

401(k)

Assets$98.1M
Participants329
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

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

401(k)

Assets$75.4M
Participants479
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ALLIED BEVERAGE GROUP, LLC, GROUP INSURANCE PLAN

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$6.7M
Covered lives755
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ALLIED BEVERAGE GROUP LOCAL 2-D UNION RETIREMENT PLAN401(k)$98.1M3292025
#001ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN401(k)$75.4M4792025
  • ALLIED BEVERAGE GROUP LOCAL 2-D UNION RETIREMENT PLAN$98.1M
    #002 · 401(k) · 2025329
  • ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN$75.4M
    #001 · 401(k) · 2025479

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ALLIED BEVERAGE GROUP, LLC, GROUP INSURANCE PLANFully insuredAETNA LIFE INSURANCE COMPANY$6.7M7552025
  • ALLIED BEVERAGE GROUP, LLC, GROUP INSURANCE PLAN$6.7M
    #501 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2025755
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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