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Sponsor portfolio

CITY BEVERAGES, LLC

EIN 59-3472640-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$20.5M assets
Welfare
1
$189K premiums
Participants
508
PO BOX 620006 - ORLANDO, FL 32862407-851-7100citybeverages.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$20.5M - 259 part#505Mixed-$189K - 385 lives

Benefits portfolio analytics

1 plan / $189K premiums / 385 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$85K
  • Long-term disability$51K
  • Short-term disability$28K
  • Vision$23K
  • Other$2K
Total $189K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY88%
  • AMERITAS LIFE INSURANCE CORP.12%
Total $189K2 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • BEVCAP MANAGEMENT LLC39%
  • BEV CAP MANAGEMENT LLC33%
  • ARCHON BENEFITS & INSURANCE SERVICE22%
  • ALLIANT INSURANCE SERVICES, INC.4%
  • PROFESSIONAL GROUP PLANS INC3%
Total $37K5 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

CITY BEVERAGES 401(K) PLAN

401k

Assets$20.5M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

CITY BEVERAGES WELFARE BENEFITS PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$189K
Covered lives385
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CITY BEVERAGES 401(K) PLAN401k$20.5M2592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505CITY BEVERAGES WELFARE BENEFITS PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$189K3852025
Retirement plans
Welfare plans
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