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Sponsor portfolio

VINTAGE WINE DISTRIBUTOR, INC.

EIN 34-1103501-wholesale-Latest filing 2025
Plans
2
Retirement
1
$13.1M assets
Welfare
1
$528K premiums
Participants
262
6555 DAVIS INDUSTRIAL PKWY - SOLON, OH 441393549440-248-1750vintwine.comLinkedIn51-200 employeeswholesale
Plans on this EIN
2 filings
#001401k-$13.1M - 141 part#501Fully Insured-$528K - 121 lives

Benefits portfolio analytics

1 plan / $528K premiums / 121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$443K
  • Dental$443K
  • Prescription drug$443K
  • Life$77K
  • Other$77K
  • Short-term disability$74K
  • +2 more
Total $528K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY14%
  • EYEMED VISION CARE2%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
Total $528K4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • CGI VOLUNTARY BENEFITS, INC.0%
Total $57K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VINTAGE WINE RETIREMENT SAVINGS PLAN

401k

Assets$13.1M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VINTAGE WINE DISTRIBUTOR, INC. HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$528K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VINTAGE WINE RETIREMENT SAVINGS PLAN401k$13.1M1412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VINTAGE WINE DISTRIBUTOR, INC. HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$528K1212025
Retirement plans
Welfare plans
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