Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SOUTHERN GLAZER'S WINE AND SPIRITS, LLC
EIN 59-1285786wine and spiritsLatest filing 2024
Plans
3
Retirement
2
$2.14B assets
Welfare
1
$25.7M premiums
Participants
43,526
1600 N.W. 163RD STREET - MIAMI, FL 33169305-627-4171southernglazers.comLinkedIn10001+ employeeswine and spirits
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.14B assets / 23,458 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $25.7M premiums / 19,878 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$15.2M
- Health$13.7M
- Prescription drug$13.7M
- Other$10.2M
- Life$10.0M
- Short-term disability$10.0M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
43%top
- KAISER FOUNDATION HEALTH PLAN INC43%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA39%
- HAWAII MEDICAL SERVICE ASSOCIATION11%
- VISION SERVICE PLAN6%
- AETNA LIFE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
52%top
- SEDGWICK CLAIMS MANAGEMENT SERVICES52%
- USI INSURANCE SERVICES LLC27%
- STRATEGIC EMPLOYEE BENEFIT SERVICES12%
- WILLIS TOWERS WATSON US LLC5%
- MARSH & MCLENNAN AGENCY LLC4%
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$25.7M
Covered lives19,878
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHERN GLAZER'S 401(K) PLAN | 401k | $2.07B | 22,224 | 2024 | |
| 002 | SOUTHERN GLAZER'S UNION 401(K) PLAN | 401k | $66.3M | 1,234 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHERN GLAZER'S WINE & SPIRITS, LLC WELFARE EMPLOYEE BENEFIT PLAN | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $25.7M | 19,878 | 2024 |
Retirement plans
Welfare plans