Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$67K
- Short-term disability$57K
- Life$48K
- Long-term disability$42K
- Vision$15K
Sponsor portfolioTH
RH WINE & CO INC
EIN 36-3118653Latest filing 2025
Plans
2
Retirement
1
$4.0M assets
Welfare
1
$229K premiums
Participants
248
225 SMITH ROAD - ST. CHARLES, IL 60174630-377-6000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $229K premiums / 130 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- STANDARD INSURANCE COMPANY64%
- SUN LIFE ASSURANCE COMPANY OF CANADA29%
- VISION SERVICE PLAN7%
Broker market share
Schedule A broker compensation
93%top
- MARSH & MCLENNAN AGENCY LLC93%
- ACRISURE LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
IPMG LEGACY, INC. (F/K/A R.H. WINE & CO., INC.) EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.0M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
RH WINE & CO. INC DBA IPMG HEALTH AND WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$229K
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | IPMG LEGACY, INC. (F/K/A R.H. WINE & CO., INC.) EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.0M | 118 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | RH WINE & CO. INC DBA IPMG HEALTH AND WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $229K | 130 | 2025 |
Retirement plans
Welfare plans