Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Treasury Wine Estates Americas Company
EIN 94-2227626food productionLatest filing 2025
Plans
3
Retirement
2
$158.0M assets
Health & Benefits
1
$4.4M premiums
Participants
2,269
PO BOX 4500 - NAPA, CA 945580005707-259-4500treasurywineestates.comLinkedIn1001-5000 employeesfood production
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $158.0M assets / 1,645 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.4M premiums / 695 covered lives
Coverage 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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
TREASURY WINE ESTATES RETIREMENT SAVINGS PLAN
401(k)
Assets$153.5M
Participants1,567
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#010
SOUTHCORP USA HOLDINGS, INC. PENSION PLAN
Traditional DB
Assets$4.5M
Participants78
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
TREASURY WINE ESTATES HEALTH AND WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$4.4M
Covered lives695
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TREASURY WINE ESTATES RETIREMENT SAVINGS PLAN | 401(k) | $153.5M | 1,567 | 2025 |
| #010 | SOUTHCORP USA HOLDINGS, INC. PENSION PLAN | Traditional DB | $4.5M | 78 | 2024 |
- #001 · 401(k) · 20251,567
- #010 · Traditional DB · 202478
Health & Benefits plans
1 plan on this EIN
| 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 |
- #505 · Mixed · KAISER FOUNDATION HEALTH PLAN, INC. · 2025695
Retirement plans
Health & Benefits plans