Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$189K
- Vision$189K
- Life$189K
- Long-term disability$189K
- Other$189K
Sponsor portfolio
MARKSTEIN SALES COMPANY
EIN 94-1307057wholesaleLatest filing 2025
Plans
3
Retirement
1
$12.1M assets
Welfare
2
$189K premiums
Participants
556
1645 DRIVE IN-WAY - ANTIOCH, CA 94509925-755-5735marksteinsalescompany.comLinkedIn51-200 employeeswholesale
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $189K premiums / 270 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- BEVCAP MANAGEMENT LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MARKSTEIN BEVERAGE CO. 401(K) RETIREMENT PLAN
401k
Assets$12.1M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MARKSTEIN SALES COMPANY GROUP INSURANCE PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$189K
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
MARKSTEIN SALES COMPANY CONSOLIDATED WELFARE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARKSTEIN BEVERAGE CO. 401(K) RETIREMENT PLAN | 401k | $12.1M | 214 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MARKSTEIN SALES COMPANY GROUP INSURANCE PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $189K | 270 | 2025 | |
| 501 | MARKSTEIN SALES COMPANY CONSOLIDATED WELFARE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans