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  2. SOUTHERN GLAZER'S WINE & SPIRITS, LLC
Sponsor portfolioTH

SOUTHERN GLAZER'S WINE & SPIRITS, LLC

EIN 59-1285786-wine and spirits-Latest filing 2025
Plans
3
Retirement
2
$2.14B assets
Welfare
1
$26.1M premiums
Participants
43,108
1600 NW 163RD ST - MIAMI, FL 33169305-625-4171southernglazers.comLinkedIn10001+ employeeswine and spirits
Plans on this EIN
3 filings
#001401k-$2.07B - 22,224 part#002401k-$66.3M - 1,234 part#501Fully Insured-$26.1M - 19,452 lives

Retirement portfolio analytics

2 plans aggregated / $2.14B assets / 23,458 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • SOUTHERN GLAZER'S 401(K) (#001)97%
  • GLAZER'S UNION 401(K) (#002)3%
Total $2.14BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • CHARLES SCHWAB & CO., INC.100%
Total $2.14BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SOUTHERN GLAZER'S 401(K) (#001)22,224
  • GLAZER'S UNION 401(K) (#002)1,234
Total 23,458Click row to drill in

Benefits portfolio analytics

1 plan / $26.1M premiums / 19,452 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$15.6M
  • Health$14.0M
  • Prescription drug$14.0M
  • Other$10.2M
  • Life$9.9M
  • Short-term disability$9.9M
  • +2 more
Total $26.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • KAISER FOUNDATION HEALTH PLAN INC44%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA38%
  • HAWAII MEDICAL SERVICE ASSOCIATION10%
  • VISION SERVICE PLAN6%
  • AETNA LIFE INSURANCE COMPANY1%
  • +1 more
Total $26.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • SEDGWICK CLAIMS MANAGEMENT SERVICES51%
  • USI INSURANCE SERVICES LLC19%
  • EDGEWOOD PARTNERS INSURANCE CENTER11%
  • MARSH & MCLENNAN AGENCY LLC10%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC8%
  • +1 more
Total $2.1M6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOUTHERN GLAZER'S 401(K) PLAN

401k

Assets$2.07B
Participants22,224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SOUTHERN GLAZER'S UNION 401(K) PLAN

401k

Assets$66.3M
Participants1,234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHERN GLAZER'S WINE & SPIRITS, LLC WELFARE EMPLOYEE BENEFIT PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$26.1M
Covered lives19,452
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHERN GLAZER'S 401(K) PLAN401k$2.07B22,2242024
002SOUTHERN GLAZER'S UNION 401(K) PLAN401k$66.3M1,2342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHERN GLAZER'S WINE & SPIRITS, LLC WELFARE EMPLOYEE BENEFIT PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$26.1M19,4522025
Retirement plans
Welfare plans
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