Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GREAT LAKES WINE & SPIRITS LLC
EIN 26-1689149wine and spiritsLatest filing 2025
Plans
5
Retirement
4
$60.1M assets
Welfare
1
$871K premiums
Participants
3,022
373 VICTOR AVENUE - HIGHLAND PARK, MI 48203313-453-2200glwas.comLinkedIn501-1000 employeeswine and spirits
Retirement portfolio analytics
4 plans aggregated / $60.1M assets / 1,924 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- MERRILL LYNCH PIERCE FENNER & SMITH100%
- (Not disclosed)0%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $871K premiums / 1,274 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$683K
- Other$633K
- Short-term disability$517K
- Long-term disability$517K
- Vision$72K
Carrier market share
Premium dollars by Schedule A carrier
59%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY59%
- UNUM LIFE INSURANCE COMPANY OF AMERICA32%
- VISION SERVICE PLAN8%
Broker market share
Schedule A broker compensation
77%top
- HYLANT GROUP INC77%
- GALLAGHER BENEFIT SERVICES, INC.22%
- STEVEN RAY GRIFFIN2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GREAT LAKES WINE & SPIRITS, LLC 401(K) SAVINGS AND RETIREMENT PLAN
401k
Assets$43.0M
Participants1,154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
GREAT LAKES WINE AND SPIRITS, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY TEAMSTERS LOCAL 1038
401k
Assets$13.3M
Participants459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
GREAT LAKES WINE & SPIRITS UNION PLAN LOCAL 337
401k
Assets$3.6M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GREAT LAKES WINE AND SPIRITS, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY TEAMSTERS LOCAL 406
401k
Assets$103K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550
GREAT LAKES WINE & SPIRITS LLC EMPLOYEE WELFARE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$871K
Covered lives1,274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GREAT LAKES WINE & SPIRITS, LLC 401(K) SAVINGS AND RETIREMENT PLAN | 401k | $43.0M | 1,154 | 2024 | |
| 003 | GREAT LAKES WINE AND SPIRITS, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY TEAMSTERS LOCAL 1038 | 401k | $13.3M | 459 | 2024 | |
| 004 | GREAT LAKES WINE & SPIRITS UNION PLAN LOCAL 337 | 401k | $3.6M | 298 | 2024 | |
| 001 | GREAT LAKES WINE AND SPIRITS, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY TEAMSTERS LOCAL 406 | 401k | $103K | 13 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 550 | GREAT LAKES WINE & SPIRITS LLC EMPLOYEE WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $871K | 1,274 | 2025 |
Retirement plans
Welfare plans