Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
4 plans aggregated / $68.6M assets / 1,914 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $871K premiums / 1,274 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
401(k)
401(k)
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | GREAT LAKES WINE & SPIRITS, LLC 401(K) SAVINGS AND RETIREMENT PLAN | 401(k) | $49.5M | 1,138 | 2025 |
| #003 | GREAT LAKES WINE AND SPIRITS, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY TEAMSTERS LOCAL 1038 | 401(k) | $14.8M | 465 | 2025 |
| #004 | GREAT LAKES WINE & SPIRITS UNION PLAN LOCAL 337 | 401(k) | $4.0M | 298 | 2025 |
| #001 | GREAT LAKES WINE AND SPIRITS, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY TEAMSTERS LOCAL 406 | 401(k) | $237K | 13 | 2025 |
1 plan on this EIN
| 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 |