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Form 5500 · Employee benefit plan · LAKE BLUFF, IL

TERLATO WINE GROUP

TERLATO WINE GROUP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ASSOCIATED AGENCIES, INC. Coverage is written through BLUECROSS BLUESHIELD OF ILLINOIS and 5 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-3148484 · plan 501 · as of Jul 2026

Participants
221
Carriers on file
6
Disclosed commissions
$61,193
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUECROSS BLUESHIELD OF ILLINOISHealth, Dental322December$25,920
LIFE INSURANCE COMPANY OF NORTH AMERICALife210December$12,396
KAISER FOUNDATION HEALTH PLAN, INC.Health34December$10,731
LIFE INSURANCE COMPANY OF NORTH AMERICADisability210December$9,696
LIFE INSURANCE COMPANY OF NORTH AMERICA210December$1,335
VISION SERVICE PLANVision132December$1,115

Questions

Who is TERLATO WINE GROUP's benefits broker?

Per its most recent Form 5500 Schedule A, TERLATO WINE GROUP's broker of record is ASSOCIATED AGENCIES, INC.

What insurance carrier does TERLATO WINE GROUP use?

TERLATO WINE GROUP's benefit plan is written through BLUECROSS BLUESHIELD OF ILLINOIS, among 6 disclosed carriers.

When does TERLATO WINE GROUP's group plan renew?

The most recent Schedule A policy period for TERLATO WINE GROUP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from TERLATO WINE GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.