Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$120K
- Life$108K
- Short-term disability$108K
- Long-term disability$108K
- Vision$14K
Sponsor portfolio
LEE BEVERAGE OF WISCONSIN L.L.C.
EIN 39-1998988wholesaleLatest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$134K premiums
Participants
341
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $134K premiums / 267 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- PRINCIPAL LIFE INSURANCE COMPANY80%
- VISION SERVICE PLAN10%
- UNITED HEALTHCARE INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
100%top
- COTTINGHAM & BUTLER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LEE BEVERAGE OF WISCONSIN, LLC 401(K) PLAN
401k
Assets$7.0M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
LEE BEVERAGE OF WISCONSIN L. L. C. EMPLOYEE BENEFIT PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$134K
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEE BEVERAGE OF WISCONSIN, LLC 401(K) PLAN | 401k | $7.0M | 235 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | LEE BEVERAGE OF WISCONSIN L. L. C. EMPLOYEE BENEFIT PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $134K | 267 | 2025 |
Retirement plans
Welfare plans