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  2. SAZERAC COMPANY, INC.
Sponsor portfolio

SAZERAC COMPANY, INC.

EIN 72-0310180-wine and spirits-Latest filing 2024
Plans
3
Retirement
2
$269.4M assets
Welfare
1
$6.0M premiums
Participants
10,375
10400 LINN STATION ROAD, SUITE 300 - LOUISVILLE, KY 40223502-696-5932sazerac.comLinkedIn5001-10000 employeeswine and spirits
Plans on this EIN
3 filings
#001401k-$166.6M - 4,007 part#002401k-$102.8M - 1,588 part#501Fully Insured-$6.0M - 7,332 lives

Retirement portfolio analytics

2 plans aggregated / $269.4M assets / 5,595 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • COMPANY, INC. 401(K) (#001)62%
  • FOR UNION EMPLOYEES (#002)38%
Total $269.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY, INC. 401(K) (#001)4,007
  • FOR UNION EMPLOYEES (#002)1,588
Total 5,595Click row to drill in

Benefits portfolio analytics

1 plan / $6.0M premiums / 7,332 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.5M
  • Life$2.7M
  • Short-term disability$2.7M
  • Long-term disability$2.7M
  • Dental$2.0M
  • Vision$474K
  • +2 more
Total $6.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • HARTFORD LIFE AND ACCIDENT44%
  • DELTA DENTAL OF CALIFORNIA34%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY14%
  • ANTHEM LIFE INSURANCE COMPANY7%
  • HEALTH ADVOCATE SOLUTIONS, INC.1%
  • +1 more
Total $6.0M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $548K1 slice

Plan deep-dives

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

SAZERAC COMPANY, INC. 401(K) PLAN

401k

Assets$166.6M
Participants4,007
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAZERAC COMPANY, INC. 401(K) PLAN FOR UNION EMPLOYEES

401k

Assets$102.8M
Participants1,588
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAZERAC COMPANY

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$6.0M
Covered lives7,332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAZERAC COMPANY, INC. 401(K) PLAN401k$166.6M4,0072024
002SAZERAC COMPANY, INC. 401(K) PLAN FOR UNION EMPLOYEES401k$102.8M1,5882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAZERAC COMPANYFully InsuredHARTFORD LIFE AND ACCIDENT$6.0M7,3322024
Retirement plans
Welfare plans
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