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  2. Great Lakes Wine & Spirits, LLC
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Great Lakes Wine & Spirits, LLC

EIN 26-1689149-wine and spirits-Latest filing 2025
Plans
5
Retirement
4
$68.6M assets
Health & Benefits
1
$871K premiums
Participants
3,012
373 VICTOR AVENUE - HIGHLAND PARK, MI 48203313-453-2200glwas.comLinkedIn501-1000 employeeswine and spirits
Plans on this EIN
5 filings
#002401(k)-$49.5M - 1,138 part#003401(k)-$14.8M - 465 part#004401(k)-$4.0M - 298 part#001401(k)-$237K - 13 part#550Mixed-$871K - 1,274 lives

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

Retirement portfolio analytics

4 plans aggregated / $68.6M assets / 1,914 participants

Assets by plan

Share of aggregate retirement assets

  • AND RETIREMENT PLAN (#002)$49.5M
  • TEAMSTERS LOCAL 1038 (#003)$14.8M
  • PLAN LOCAL 337 (#004)$4.0M
  • TEAMSTERS LOCAL 406 (#001)$237K
Total $68.6MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • MERRILL LYNCH PIERCE FENNER & SMITH$68.4M
  • (Not disclosed)$237K
Total $68.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • AND RETIREMENT PLAN (#002)1,138
  • TEAMSTERS LOCAL 1038 (#003)465
  • PLAN LOCAL 337 (#004)298
  • TEAMSTERS LOCAL 406 (#001)13
Total 1,914Select a row to open it

Benefits portfolio analytics

1 plan / $871K premiums / 1,274 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$683K
  • Other$633K
  • Short-term disability$517K
  • Long-term disability$517K
  • Vision$72K
Total $871K5 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

GREAT LAKES WINE & SPIRITS, LLC 401(K) SAVINGS AND RETIREMENT PLAN

401(k)

Assets$49.5M
Participants1,138
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

GREAT LAKES WINE AND SPIRITS, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY TEAMSTERS LOCAL 1038

401(k)

Assets$14.8M
Participants465
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

GREAT LAKES WINE & SPIRITS UNION PLAN LOCAL 337

401(k)

Assets$4.0M
Participants298
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

GREAT LAKES WINE AND SPIRITS, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY TEAMSTERS LOCAL 406

401(k)

Assets$237K
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#550

GREAT LAKES WINE & SPIRITS LLC EMPLOYEE WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$871K
Covered lives1,274
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

4 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002GREAT LAKES WINE & SPIRITS, LLC 401(K) SAVINGS AND RETIREMENT PLAN401(k)$49.5M1,1382025
#003GREAT LAKES WINE AND SPIRITS, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY TEAMSTERS LOCAL 1038401(k)$14.8M4652025
#004GREAT LAKES WINE & SPIRITS UNION PLAN LOCAL 337401(k)$4.0M2982025
#001GREAT LAKES WINE AND SPIRITS, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY TEAMSTERS LOCAL 406401(k)$237K132025
  • GREAT LAKES WINE & SPIRITS, LLC 401(K) SAVINGS AND RETIREMENT PLAN$49.5M
    #002 · 401(k) · 20251,138
  • GREAT LAKES WINE AND SPIRITS, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY TEAMSTERS LOCAL 1038$14.8M
    #003 · 401(k) · 2025465
  • GREAT LAKES WINE & SPIRITS UNION PLAN LOCAL 337$4.0M
    #004 · 401(k) · 2025298
  • GREAT LAKES WINE AND SPIRITS, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY TEAMSTERS LOCAL 406$237K
    #001 · 401(k) · 202513

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#550GREAT LAKES WINE & SPIRITS LLC EMPLOYEE WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$871K1,2742025
  • GREAT LAKES WINE & SPIRITS LLC EMPLOYEE WELFARE PLAN$871K
    #550 · Mixed · LINCOLN NATIONAL LIFE INSURANCE COMPANY · 20251,274
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
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  5. Health & Benefits plans
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