Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
3 plans aggregated / $34.5M assets / 657 participants
Share of aggregate retirement assets
Active + retired + deferred vested
5 plans / $10.2M premiums / 599 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
Profit-sharing
401(k)
Fully insured - DELTA DENTAL OF PUERTO RICO INC
Fully insured - MCS LIFE INSURANCE COMPANY
Fully insured - MCS LIFE INSURANCE COMPANY
Fully insured - UNIVERSAL LIFE INSURANCE COMPANY
Fully insured - UNIVERSAL LIFE INSURANCE COMPANY
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | DESTILERIA SERRALLES, INC. PUERTO RICO PENSION PLAN | Traditional DB | $18.6M | 288 | 2025 |
| #003 | DESTILERIA SERRALLES INC RETIREMENT PLAN | Profit-sharing | $13.6M | 243 | 2025 |
| #002 | UNION DE LA INDUSTRIA LICORERA DE PONCE PENSION PLAN | 401(k) | $2.4M | 126 | 2025 |
5 plans on this EIN
| 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 |