Plan #	Name	Type	Assets	Participants	Latest year
001	KOERNER DISTRIBUTOR, INC. 401(K) PROFIT SHARING PLAN AND TRUST	401k	$28.3M	277	2024
002	KOERNER DISTRIBUTORS, INC. DRIVERS, HELPERS & WAREHOUSEMEN'S PLAN	MoneyPurchase	$1.7M	15	2025

Welfare plans1

Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	KOERNER DISTRIBUTOR INC. HEALTH BENEFIT PLAN	Fully Insured	BLUE CROSS/BLUE SHIELD OF ILLINOIS	$2.1M	338	2025

Retirement plans

Welfare plans

Sponsor portfolio

KOERNER DISTRIBUTORS, INC.

EIN 37-1107566wine and spiritsLatest filing 2025

Plans

Retirement

$30.1M assets

Welfare

$2.1M premiums

Participants

630

PO BOX 67 - EFFINGHAM, IL 62401217-347-7113koernerdistributor.comLinkedIn201-500 employeeswine and spirits

Plans on this EIN

3 filings

#001401k-$28.3M - 277 part #002MoneyPurchase-$1.7M - 15 part #501Fully Insured-$2.1M - 338 lives

Retirement portfolio analytics

2 plans aggregated / $30.1M assets / 292 participants

Assets by plan

Share of aggregate retirement assets

94%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $2.1M premiums / 338 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$2.0M
Dental$2.0M
Life$51K
Vision$15K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

97%top

BLUE CROSS OF CALIFORNIA97%
DEARBORN LIFE INSURANCE COMPANY2%
VISION SERVICE PLAN1%

Broker market share

Schedule A broker compensation

Split broker

98%top

RW GARRETT AGENCY98%
GROUP MARKETING SERVICES INC2%

Plan deep-dives

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

Retirement#001

KOERNER DISTRIBUTOR, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$28.3M

Participants277

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002