Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$2.2M
- Other$1.1M
- Life$821K
- Long-term disability$584K
- Vision$305K
- Short-term disability$158K
Sponsor portfolioTH
RETAIL SERVICES & SYSTEMS, INC.
EIN 25-1531856wine and spiritsLatest filing 2025
Plans
2
Retirement
1
$162.0M assets
Welfare
1
$8.6M premiums
Participants
16,000
6600 ROCKLEDGE DRIVE, STE 150 - BETHESDA, MD 20817855-328-9463LinkedIn1001-5000 employeeswine and spirits
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.6M premiums / 5,307 covered livesCarrier market share
Premium dollars by Schedule A carrier
40%top
- KAISER FOUNDATION HEALTH PLAN INC40%
- DELTA DENTAL OF CALIFORNIA26%
- LIFE INSURANCE COMPANY OF NORTH AMERICA20%
- RELIASTAR LIFE INSURANCE COMPANY9%
- EYEMED VISION CARE4%
- +2 more
Broker market share
Schedule A broker compensation
86%top
- ALLIANT INSURANCE SERVICES, INC.86%
- AMERICAN BENEFITS CONSULTING LLC7%
- BSC AGENCY LLC5%
- AMERICAN BENEFITS AND COMPENSATION2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TOTAL WINE & MORE 401(K) PLAN
401k
Assets$162.0M
Participants10,763
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RETAIL SERVICES & SYSTEMS, INC. FLEXIBLE BENEFIT PLAN
Mixed - DELTA DENTAL OF PENNSYLVANIA
Premiums$8.6M
Covered lives5,307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TOTAL WINE & MORE 401(K) PLAN | 401k | $162.0M | 10,763 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RETAIL SERVICES & SYSTEMS, INC. FLEXIBLE BENEFIT PLAN | Mixed | DELTA DENTAL OF PENNSYLVANIA | $8.6M | 5,307 | 2025 |
Retirement plans
Welfare plans