Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Long-term disability$21K
- Life$19K
- Short-term disability$13K
Sponsor portfolio
NEXTERRA WINE COMPANY
EIN 83-4121530wine and spiritsLatest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
$1.3M premiums
Participants
219
1901 BUTTERFIELD RD, STE 900 - DOWNERS GROVE, IL 60515331-775-2217nexterrawine.comLinkedIn51-200 employeeswine and spirits
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 152 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- STANDARD INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
96%top
- HUB INTERNATIONAL MIDWEST LIMITED96%
- JAMES R NELLIGAN & ASSOCIATES 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
NEXTERRA WINE CO. RETIREMENT PLAN
401k
Assets$3.7M
Participants110
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NEXTERRA WINE WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$1.3M
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEXTERRA WINE CO. RETIREMENT PLAN | 401k | $3.7M | 110 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NEXTERRA WINE WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $1.3M | 152 | 2025 |
Retirement plans
Welfare plans