Plan5500

Ste. Michelle Wine Estates — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ste. Michelle Wine Estates (EIN 91-0897041) is a plan sponsor located in Woodinville, WA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
91-0897041
Location
Woodinville, WA
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$102.7MSummed across loaded plans$102,727,883
Total reported assets$102.9M$102,873,632
Total reported participants4K4,004
Total reported liabilities$145.7K$145,749

Reported net position

Reported assets = net assets + liabilities (summed)$102.9M total assets
Net assets$102.7MLiabilities$145.7K
Contributions & income
Employer contributions$9M
Participant contributions$7.6M
Total income / additions$34.3M
Expenses & distributions
Benefits paid / distributions$60M
Total expenses$62.3M
Net increase / (decrease)-$28M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets56%Ste. Michelle Wine Estates LLC Retirement Income Plan
Participants per plan1,335Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ste. Michelle Wine Estates LLC Retirement Income Plan$58M
    Plan #301 · 1,639 participants · 2023
  2. 2
    Ste. Michelle Wine Estates Ltd. 401(K) Plan$44.9M
    Plan #001 · 1,355 participants · 2023
  3. 3
    Ste. Michelle Wine Estates Health & Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 1,010 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ste. Michelle Wine Estates
YearPlanParticipantsSchedulesFiling
2023Ste. Michelle Wine Estates Health & Welfare Benefit Plan1,010—20240807100326NAL0005966400001
2023Ste. Michelle Wine Estates LLC Retirement Income Plan1,639H, C20241009113109NAL0018229601001
2023Ste. Michelle Wine Estates Ltd. 401(K) Plan1,355H, C20241009113753NAL0018234049001

Related Form 5500 pages