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  2. PERNOD RICARD USA, LLC
Sponsor portfolioTH

PERNOD RICARD USA, LLC

EIN 52-2318616-Wholesale Trade-Latest filing 2024
Plans
5
Retirement
2
$587.8M assets
Welfare
3
$2.7M premiums
Participants
5,849
250 PARK AVE - NEW YORK, NY 10177914-848-4794
Plans on this EIN
5 filings
#004401k-$357.9M - 2,278 part#005CashBalance-$229.8M - 1,590 part#501Mixed-$2.7M - 1,694 lives#505Self Funded-0 lives#510Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $587.8M assets / 3,868 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • RICARD USA, LLC (#004)61%
  • EMPLOYEES' RETIREMENT PLAN (#005)39%
Total $587.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RICARD USA, LLC (#004)2,278
  • EMPLOYEES' RETIREMENT PLAN (#005)1,590
Total 3,868Click row to drill in

Benefits portfolio analytics

3 plans / $2.7M premiums / 1,694 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Other$1.1M
  • Life$1.0M
  • Long-term disability$1.0M
  • Vision$178K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • KAISER FOUNDATION HEALTH PLAN INC53%
  • HARTFORD LIFE AND ACCIDENT38%
  • VISION SERVICE PLAN7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $2.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • CLEARLY BENEFITS GROUP INSURANCE55%
  • GCG FINANCIAL LLC30%
  • REUBEN WARNER ASSOCIATES, INC.15%
Total $53K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SAVINGS PLAN FOR EMPLOYEES OF PERNOD RICARD USA, LLC

401k

Assets$357.9M
Participants2,278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

PERNOD RICARD USA, LLC EMPLOYEES' RETIREMENT PLAN

CashBalance

Assets$229.8M
Participants1,590
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PERNOD RICARD USA, LLC HEALTH AND WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.7M
Covered lives1,694
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

PERNOD RICARD USA, LLC RETIREE HRA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

PERNOD RICARD USA, LLC RETIREE HRA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004SAVINGS PLAN FOR EMPLOYEES OF PERNOD RICARD USA, LLC401k$357.9M2,2782024
005PERNOD RICARD USA, LLC EMPLOYEES' RETIREMENT PLANCashBalance$229.8M1,5902024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PERNOD RICARD USA, LLC HEALTH AND WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$2.7M1,6942024
505PERNOD RICARD USA, LLC RETIREE HRA PLANSelf Funded-$002024
510PERNOD RICARD USA, LLC RETIREE HRA PLANSelf Funded-$002024
Retirement plans
Welfare plans
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