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  2. YOUNGS HOLDINGS, INC.
Sponsor portfolioTH

YOUNGS HOLDINGS, INC.

EIN 95-4275261-wine and spirits-Latest filing 2025
Plans
2
Retirement
1
$39.0M assets
Welfare
1
$3.6M premiums
Participants
765
15 ENTERPRISE AVENUE, SUITE 100 - ALISO VIEJO, CA 92656619-489-5867younagsholdings.comLinkedIn201-500 employeeswine and spirits
Plans on this EIN
2 filings
#001401k-$39.0M - 456 part#501Fully Insured-$3.6M - 581 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 581 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Dental$3.3M
  • Prescription drug$3.3M
  • Other$171K
  • Life$95K
  • Long-term disability$54K
  • +2 more
Total $3.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED HEALTHCARE INSURANCE COMPANY91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • VISION SERVICE PLAN1%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $249K1 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

YOUNG'S HOLDINGS, INC. 401(K) PLAN

401k

Assets$39.0M
Participants456
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

YOUNG'S HOLDINGS, INC. HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$3.6M
Covered lives581
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001YOUNG'S HOLDINGS, INC. 401(K) PLAN401k$39.0M4562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501YOUNG'S HOLDINGS, INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$3.6M5812025
Retirement plans
Welfare plans
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