Original filing (PDF)20260313135150NAL0007635505001

SOUTHERN WINE AND SPIRITS OF ILLINOIS, INC.

Name: SOUTHERN WINE AND SPIRITS OF ILLINOIS, INC. — SWSI DEFINED BENEFIT PENSION PLAN FOR SELECT MEMBERS OF TEAMSTERS UNION LOCAL 710, Form 5500 (2024)
Creator: SOUTHERN WINE AND SPIRITS OF ILLINOIS, INC.

Form 5500-SF

FILING_RECEIVED

SWSI DEFINED BENEFIT PENSION PLAN FOR SELECT MEMBERS OF TEAMSTERS UNION LOCAL 710

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN WINE AND SPIRITS OF ILLINOIS, INC..

Plan sponsor

Name

SOUTHERN WINE AND SPIRITS OF ILLINOIS, INC.

EIN

65-1158658

Address

2400 S.W. 145TH AVENUE, 4TH FLOOR · MIAMI, FL · 33027

Phone

(630) 685-3276

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-13

Pension benefit codes

1B · Flat-dollar DB formula

1D · Floor-offset DB

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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