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Sponsor portfolio

STE. MICHELLE WINE ESTATES

EIN 91-0897041-wine and spirits-Latest filing 2025
Plans
3
Retirement
2
$109.5M assets
Welfare
1
$409K premiums
Participants
2,757
14111 NE 145TH STREET - WOODINVILLE, WA 98072425-488-1133smwe.comLinkedIn1001-5000 employeeswine and spirits
Plans on this EIN
3 filings
#301TraditionalDB-$58.3M - 883 part#001401k-$51.2M - 1,074 part#502Mixed-$409K - 1,908 lives

Retirement portfolio analytics

2 plans aggregated / $109.5M assets / 1,957 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • RETIREMENT INCOME PLAN (#301)53%
  • ESTATES LLC 401(K) (#001)47%
Total $109.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ESTATES LLC 401(K) (#001)1,074
  • RETIREMENT INCOME PLAN (#301)883
Total 1,957Click row to drill in

Benefits portfolio analytics

1 plan / $409K premiums / 1,908 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$409K
  • Life$365K
  • Long-term disability$365K
Total $409K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • HARTFORD LIFE AND ACCIDENT89%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • HEALTH ADVOCATE SOLUTIONS, INC.2%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA1%
Total $409K5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • ALIGHT SOLUTIONS1%
Total $58K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#301

STE. MICHELLE WINE ESTATES LLC RETIREMENT INCOME PLAN

TraditionalDB

Assets$58.3M
Participants883
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

STE. MICHELLE WINE ESTATES LLC 401(K) PLAN

401k

Assets$51.2M
Participants1,074
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

STE. MICHELLE WINE ESTATES HEALTH & WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$409K
Covered lives1,908
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
301STE. MICHELLE WINE ESTATES LLC RETIREMENT INCOME PLANTraditionalDB$58.3M8832024
001STE. MICHELLE WINE ESTATES LLC 401(K) PLAN401k$51.2M1,0742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502STE. MICHELLE WINE ESTATES HEALTH & WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$409K1,9082025
Retirement plans
Welfare plans
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