Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$33.0M
Filings through .
Koerner Distributor, Inc.
EIN 37-1107566wine and spiritsLatest filing 2025
Plans
3
Retirement
2
$34.7M assets
Health & Benefits
1
$2.1M premiums
Participants
613
1601 PIKE AVENUE - EFFINGHAM, IL 62401217-347-7113koernerdistributor.comLinkedIn201-500 employeeswine and spirits
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $34.7M assets / 275 participants
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$2.6M
- Dental$2.6M
- Life$55K
- Vision$15K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
KOERNER DISTRIBUTOR, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k)
Assets$33.0M
Participants260
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
KOERNER DISTRIBUTORS, INC. DRIVERS, HELPERS & WAREHOUSEMEN'S PLAN
Money purchase
Assets$1.7M
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
KOERNER DISTRIBUTOR INC. HEALTH BENEFIT PLAN
Fully insured - BLUE CROSS/BLUE SHIELD OF ILLINOIS
Premiums$2.1M
Covered lives338
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KOERNER DISTRIBUTOR, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $33.0M | 260 | 2025 |
| #002 | KOERNER DISTRIBUTORS, INC. DRIVERS, HELPERS & WAREHOUSEMEN'S PLAN | Money purchase | $1.7M | 15 | 2025 |
- #001 · 401(k) · 2025260
- #002 · Money purchase · 202515
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · BLUE CROSS/BLUE SHIELD OF ILLINOIS · 2025338
Retirement plans
Health & Benefits plans