Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
TREASURY WINE ESTATES AMERICAS COMPANY
EIN 94-2227626food productionLatest filing 2025
Plans
3
Retirement
2
$133.9M assets
Welfare
1
$4.4M premiums
Participants
2,195
555 GATEWAY DRIVE - NAPA, CA 94588707-259-4511treasurywineestates.comLinkedIn1001-5000 employeesfood production
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $133.9M assets / 1,571 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.4M premiums / 695 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.0M
- Prescription drug$4.0M
- Life$215K
- Long-term disability$133K
- Other$77K
- Short-term disability$45K
Carrier market share
Premium dollars by Schedule A carrier
90%top
- KAISER FOUNDATION HEALTH PLAN INC90%
- UNITED OF OMAHA LIFE INSURANCE COMPANY9%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
81%top
- MCGRIFF INSURANCE SERVICES INC81%
- FMLA SOURCE INC19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TREASURY WINE ESTATES RETIREMENT SAVINGS PLAN
401k
Assets$129.4M
Participants1,493
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010
SOUTHCORP USA HOLDINGS, INC. PENSION PLAN
TraditionalDB
Assets$4.5M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
TREASURY WINE ESTATES HEALTH AND WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$4.4M
Covered lives695
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TREASURY WINE ESTATES RETIREMENT SAVINGS PLAN | 401k | $129.4M | 1,493 | 2024 | |
| 010 | SOUTHCORP USA HOLDINGS, INC. PENSION PLAN | TraditionalDB | $4.5M | 78 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | TREASURY WINE ESTATES HEALTH AND WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $4.4M | 695 | 2025 |
Retirement plans
Welfare plans