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  2. STRAUB DISTRIBUTING COMPANY, LTD.
Sponsor portfolio

STRAUB DISTRIBUTING COMPANY, LTD.

EIN 95-3806055-wine and spirits-Latest filing 2025
Plans
2
Retirement
1
$28.9M assets
Welfare
1
$2.2M premiums
Participants
524
4633 E. LA PALMA AVENUE - ANAHEIM, CA 92807714-779-4000straubdistributing.comLinkedIn201-500 employeeswine and spirits
Plans on this EIN
2 filings
#002401k-$28.9M - 322 part#501Fully Insured-$2.2M - 310 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 310 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$627K
  • Vision$627K
  • Other$145K
  • Life$103K
  • Long-term disability$103K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • AETNA LIFE INSURANCE COMPANY93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • WOODRUFF-SAWYER & CO86%
  • PCF INSURANCE SERVICES OF THE WEST9%
  • ACRISURE LLC4%
  • RACHEL A. OWENS2%
  • PACIFIC ADVISORS LLC0%
Total $25K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STRAUB DISTRIBUTING COMPANY, LTD. PROFIT-SHARING PLAN

401k

Assets$28.9M
Participants322
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STRAUB DISTRIBUTING COMPANY HEALTH PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$2.2M
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002STRAUB DISTRIBUTING COMPANY, LTD. PROFIT-SHARING PLAN401k$28.9M3222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STRAUB DISTRIBUTING COMPANY HEALTH PLANFully InsuredAETNA HEALTH, INC.$2.2M3102025
Retirement plans
Welfare plans
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