# SAZERAC COMPANY

Health and welfare plan sponsored by **SAZERAC COMPANY**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | SAZERAC COMPANY |
| EIN | 720310180 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | LOUISVILLE, KY |
| Industry | wine and spirits |
| Funding | fully insured |
| Total premiums | $6.2M |
| Participants | 4,725 |
| Persons covered | 7,654 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (CIGNA) | Life, STD, LTD, Other |
| DELTA DENTAL OF KENTUCKY | Dental |
| ANTHEM LIFE INSURANCE COMPANY | Vision |
| HEALTH ADVOCATE SOLUTIONS, INC. | Other |
| UNIVERSITY HEALTH ALLIANCE | Health, Rx, Vision, PPO |

## Brokers

| Broker | Placed with |
|---|---|
| MERCER HEALTH AND BENEFITS, LLC | DELTA DENTAL OF KENTUCKY |
| THE WORKSITE GROUP LLC | LIFE INSURANCE COMPANY OF NORTH AMERICA |
| MERCER HEALTH AND BENEFITS, LLC | LIFE INSURANCE COMPANY OF NORTH AMERICA |
| MERCER HEALTH AND BENEFITS, LLC | ANTHEM HEALTH PLANS OF KENTUCKY, INC. |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/720310180-501
- Cite as: PlanOptica, https://planoptica.com/welfare/720310180-501
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