Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$1.0M
- Health$975K
- Prescription drug$975K
- Dental$124K
- Short-term disability$63K
- Long-term disability$63K
Sponsor portfolio
CAVALIER DISTRIBUTING
EIN 31-1356420food & beveragesLatest filing 2025
Plans
2
Retirement
1
$11.4M assets
Welfare
1
$1.2M premiums
Participants
885
4650 LAKE FOREST DRIVE - BLUE ASH, OH 45242513-247-9222cavbeer.comLinkedIn201-500 employeesfood & beverages
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 401 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- COMMUNITY INSURANCE COMPANY84%
- METROPOLITAN LIFE INSURANCE COMPANY11%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CAVALIER DISTRIBUTING RETIREMENT PLAN
401k
Assets$11.4M
Participants543
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAVALIER DISTRIBUTING WELFARE BENEFIT PLAN
Fully Insured - COMMUNITY INSURANCE COMPANY
Premiums$1.2M
Covered lives401
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CAVALIER DISTRIBUTING RETIREMENT PLAN | 401k | $11.4M | 543 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAVALIER DISTRIBUTING WELFARE BENEFIT PLAN | Fully Insured | COMMUNITY INSURANCE COMPANY | $1.2M | 401 | 2025 |
Retirement plans
Welfare plans