Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Dental$2.2M
- Other$91K
- Life$82K
- Long-term disability$65K
- Vision$21K
Sponsor portfolio
TERLATO WINE GROUP, LTD.
EIN 36-3148484wine and spiritsLatest filing 2025
Plans
2
Retirement
1
$43.8M assets
Welfare
1
$2.4M premiums
Participants
602
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 323 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- LIFE INSURANCE COMPANY OF NORTH AMERICA6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
74%top
- ASSOCIATED AGENCIES, INC74%
- NFP INSURANCE SERVICES INC26%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TERLATO WINE GROUP, LTD. SAVINGS AND RETIREMENT PLAN
401k
Assets$43.8M
Participants392
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TERLATO WINE GROUP WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF ILLINOIS
Premiums$2.4M
Covered lives323
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TERLATO WINE GROUP, LTD. SAVINGS AND RETIREMENT PLAN | 401k | $43.8M | 392 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TERLATO WINE GROUP WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF ILLINOIS | $2.4M | 323 | 2025 |
Retirement plans
Welfare plans