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  2. BREAKTHRU BEVERAGE GROUP, LLC
Sponsor portfolio

BREAKTHRU BEVERAGE GROUP, LLC

EIN 35-2545107-Wholesale Trade-Latest filing 2024
Plans
10
Retirement
4
$814.5M assets
Welfare
6
$3.7M premiums
Participants
17,898
60 EAST 42ND STREET, FLOOR 49 - NEW YORK, NY 10165212-699-7000
Plans on this EIN
10 filings
#001401k-$768.8M - 9,327 part#005401k-$24.3M - 202 part#007401k-$19.8M - 384 part#002401k-$1.5M - 105 part#501Mixed-$2.4M - 4,976 lives#502Mixed-$899K - 1,691 lives#522Fully Insured-$191K - 416 lives#512Fully Insured-$103K - 329 lives#506Mixed-$86K - 187 lives#509Mixed-$38K - 230 lives

Retirement portfolio analytics

4 plans aggregated / $814.5M assets / 10,018 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • 40 L(K) PLAN (#001)94%
  • PROFIT SHARING PLAN (#005)3%
  • PROFIT SHARING PLAN (#007)2%
  • LOCAL 570 401(K) (#002)0%
Total $814.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 40 L(K) PLAN (#001)9,327
  • PROFIT SHARING PLAN (#007)384
  • PROFIT SHARING PLAN (#005)202
  • LOCAL 570 401(K) (#002)105
Total 10,018Click row to drill in

Benefits portfolio analytics

6 plans / $3.7M premiums / 7,829 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.6M
  • Long-term disability$1.5M
  • Other$714K
  • Vision$537K
Total $3.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY84%
  • EYEMED VISION CARE14%
  • ZURICH AMERICAN INSURANCE COMPANY1%
Total $3.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $8K1 slice

Plan deep-dives

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

BREAKTHRU BEVERAGE GROUP 40 L(K) PLAN

401k

Assets$768.8M
Participants9,327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

BREAKTHRU BEVERAGE MINNESOTA BEER, LLC LOCAL 792 401(K) PROFIT SHARING PLAN

401k

Assets$24.3M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

BREAKTHRU BEVERAGE LOCALS 14, 26, 533, 710 401(K) PROFIT SHARING PLAN

401k

Assets$19.8M
Participants384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RELIABLE CHURCHILL LOCAL 570 401(K) PLAN

401k

Assets$1.5M
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BREAKTHRU BEVERAGE GROUP BENEFITS PLAN

Mixed - FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives4,976
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BREAKTHRU BEVERAGE GROUP EMPLOYEE BENEFITS PLAN FOR AZ,IL,MN,NV,WI HEALTH BENEFITS PLAN

Mixed - FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$899K
Covered lives1,691
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#522

BREAKTHRU BEVERAGE GROUP MO HEALTH BENEFITS PLAN

Fully Insured - FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$191K
Covered lives416
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

BREAKTHRU BEVERAGE EMPLOYEE BENEFITS PLAN FOR ILLINOIS LOCAL 3 HEALTH BENEFITS PLAN

Fully Insured - FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$103K
Covered lives329
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

BREAKTHRU BEVERAGE EMPLOYEE BENEFITS PLAN FOR COLORADO LOCAL 455 HEALTH BENEFITS PLAN

Mixed - FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$86K
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

BREAKTHRU BEVERAGE EMPLOYEE BENEFITS PLAN FOR MINNESOTA BEER LOCAL 792 HEALTH BENEFITS PLAN

Mixed - EYEMED VISION CARE

Premiums$38K
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001BREAKTHRU BEVERAGE GROUP 40 L(K) PLAN401k$768.8M9,3272024
005BREAKTHRU BEVERAGE MINNESOTA BEER, LLC LOCAL 792 401(K) PROFIT SHARING PLAN401k$24.3M2022024
007BREAKTHRU BEVERAGE LOCALS 14, 26, 533, 710 401(K) PROFIT SHARING PLAN401k$19.8M3842024
002RELIABLE CHURCHILL LOCAL 570 401(K) PLAN401k$1.5M1052024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BREAKTHRU BEVERAGE GROUP BENEFITS PLANMixedFIRST RELIANCE STANDARD LIFE INSURANCE COMPANY$2.4M4,9762024
502BREAKTHRU BEVERAGE GROUP EMPLOYEE BENEFITS PLAN FOR AZ,IL,MN,NV,WI HEALTH BENEFITS PLANMixedFIRST RELIANCE STANDARD LIFE INSURANCE COMPANY$899K1,6912024
522BREAKTHRU BEVERAGE GROUP MO HEALTH BENEFITS PLANFully InsuredFIRST RELIANCE STANDARD LIFE INSURANCE COMPANY$191K4162024
512BREAKTHRU BEVERAGE EMPLOYEE BENEFITS PLAN FOR ILLINOIS LOCAL 3 HEALTH BENEFITS PLANFully InsuredFIRST RELIANCE STANDARD LIFE INSURANCE COMPANY$103K3292024
506BREAKTHRU BEVERAGE EMPLOYEE BENEFITS PLAN FOR COLORADO LOCAL 455 HEALTH BENEFITS PLANMixedFIRST RELIANCE STANDARD LIFE INSURANCE COMPANY$86K1872024
509BREAKTHRU BEVERAGE EMPLOYEE BENEFITS PLAN FOR MINNESOTA BEER LOCAL 792 HEALTH BENEFITS PLANMixedEYEMED VISION CARE$38K2302024
Retirement plans
Welfare plans
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