Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DESTILERIA SERRALLES INC
EIN 66-0179709Latest filing 2025
Plans
8
Retirement
3
$31.5M assets
Welfare
5
$10.2M premiums
Participants
1,563
PO BOX 198 - PONCE, PR 00715787-840-1000
Retirement portfolio analytics
3 plans aggregated / $31.5M assets / 684 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $10.2M premiums / 599 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$763K
- Health$739K
- Vision$739K
- Life$739K
- Prescription drug$739K
Carrier market share
Premium dollars by Schedule A carrier
97%top
- MCS LIFE INSURANCE COMPANY97%
- DELTA DENTAL OF CALIFORNIA3%
Broker market share
Schedule A broker compensation
100%top
- FRANKIE DIAZ OTERO100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
DESTILERIA SERRALLES, INC. PUERTO RICO PENSION PLAN
TraditionalDB
Assets$17.3M
Participants294
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DESTILERIA SERRALLES INC RETIREMENT PLAN
ProfitSharing
Assets$11.8M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNION DE LA INDUSTRIA LICORERA DE PONCE PENSION PLAN
401k
Assets$2.5M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
DESTILERIA SERRALLES INC- LTD UNIVERSAL 2025
Fully Insured - DELTA DENTAL OF PUERTO RICO INC
Premiums$7.2M
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
DESTILERIA SERRALLES INC-HEALTH 2025
Fully Insured - MCS LIFE INSURANCE COMPANY
Premiums$2.0M
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
DESTILERIA SERRALLES UNION
Fully Insured - MCS LIFE INSURANCE COMPANY
Premiums$818K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
DESTILERIA SERRALLES INC- VIDA ADM 2025
Fully Insured - UNIVERSAL LIFE INSURANCE COMPANY
Premiums$135K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
DESTILERIA SERRALLES INC- LTD UNIVERSAL 2024
Fully Insured - UNIVERSAL LIFE INSURANCE COMPANY
Premiums$29K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | DESTILERIA SERRALLES, INC. PUERTO RICO PENSION PLAN | TraditionalDB | $17.3M | 294 | 2024 | |
| 003 | DESTILERIA SERRALLES INC RETIREMENT PLAN | ProfitSharing | $11.8M | 248 | 2024 | |
| 002 | UNION DE LA INDUSTRIA LICORERA DE PONCE PENSION PLAN | 401k | $2.5M | 142 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | DESTILERIA SERRALLES INC- LTD UNIVERSAL 2025 | Fully Insured | DELTA DENTAL OF PUERTO RICO INC | $7.2M | 195 | 2025 | |
| 502 | DESTILERIA SERRALLES INC-HEALTH 2025 | Fully Insured | MCS LIFE INSURANCE COMPANY | $2.0M | 197 | 2025 | |
| 506 | DESTILERIA SERRALLES UNION | Fully Insured | MCS LIFE INSURANCE COMPANY | $818K | 102 | 2025 | |
| 509 | DESTILERIA SERRALLES INC- VIDA ADM 2025 | Fully Insured | UNIVERSAL LIFE INSURANCE COMPANY | $135K | 0 | 2025 | |
| 510 | DESTILERIA SERRALLES INC- LTD UNIVERSAL 2024 | Fully Insured | UNIVERSAL LIFE INSURANCE COMPANY | $29K | 105 | 2024 |
Retirement plans
Welfare plans