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Sponsor portfolio

THE WINE GROUP, INC.

EIN 94-2756233-wine and spirits-Latest filing 2025
Plans
3
Retirement
2
$152.9M assets
Welfare
1
$928K premiums
Participants
2,414
17000 EAST HIGHWAY 120 - RIPON, CA 95366209-879-4501thewinegroup.comLinkedIn1001-5000 employeeswine and spirits
Plans on this EIN
3 filings
#001401k-$135.7M - 925 part#002401k-$17.2M - 430 part#501Mixed-$928K - 1,395 lives

Retirement portfolio analytics

2 plans aggregated / $152.9M assets / 1,355 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • RETIREMENT & Savings (#001)89%
  • RETIREMENT AND Savings (#002)11%
Total $152.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • CHARLES SCHWAB & CO., INC.100%
Total $152.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT & Savings (#001)925
  • RETIREMENT AND Savings (#002)430
Total 1,355Click row to drill in

Benefits portfolio analytics

1 plan / $928K premiums / 1,395 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$928K
  • Life$654K
  • Long-term disability$654K
  • Short-term disability$251K
Total $928K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA71%
  • RELIASTAR LIFE INSURANCE COMPANY27%
  • CURALINC HEALTHCARE2%
Total $928K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $84K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE WINE GROUP RETIREMENT & SAVINGS PLAN

401k

Assets$135.7M
Participants925
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE WINE GROUP - FRANZIA WINERY RETIREMENT AND SAVINGS PLAN

401k

Assets$17.2M
Participants430
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE WINE GROUP, INC. HEALTH BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$928K
Covered lives1,395
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE WINE GROUP RETIREMENT & SAVINGS PLAN401k$135.7M9252024
002THE WINE GROUP - FRANZIA WINERY RETIREMENT AND SAVINGS PLAN401k$17.2M4302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE WINE GROUP, INC. HEALTH BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$928K1,3952025
Retirement plans
Welfare plans
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