Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$11.7M
- Vision$605K
- Life$605K
- Short-term disability$605K
- Long-term disability$605K
- Other$605K
Sponsor portfolio
PROXIMO SPIRITS, INC.
EIN 26-0518421wine and spiritsLatest filing 2025
Plans
2
Retirement
1
$72.0M assets
Welfare
1
$12.3M premiums
Participants
1,243
3 SECOND ST., SUITE 1101 - JERSEY CITY, NJ 07302201-204-1745proximospirits.comLinkedIn201-500 employeeswine and spirits
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $12.3M premiums / 960 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- UNITED HEALTHCARE INSURANCE COMPANY95%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Broker market share
Schedule A broker compensation
68%top
- CORPORATE SYNERGIES GROUP LLC68%
- MARSH & MCLENNAN AGENCY LLC17%
- BENETEK CORPORATION8%
- GCG FINANCIAL LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PROXIMO SPIRITS INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$72.0M
Participants610
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PROXIMO SPIRITS WELFARE BENEFITS PLAN
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$12.3M
Covered lives960
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROXIMO SPIRITS INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $72.0M | 610 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PROXIMO SPIRITS WELFARE BENEFITS PLAN | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $12.3M | 960 | 2025 |
Retirement plans
Welfare plans