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  2. GOTTS PARTNERS, LP
Sponsor portfolio

GOTTS PARTNERS, LP

EIN 11-3691836-Accommodation and Food Services-Latest filing 2025
Plans
2
Retirement
1
$5.1M assets
Welfare
1
$203K premiums
Participants
846
1344 ADAMS STREET - SAINT HELENA, CA 94574707-738-4549
Plans on this EIN
2 filings
#001401k-$5.1M - 486 part#501Fully Insured-$203K - 360 lives

Benefits portfolio analytics

1 plan / $203K premiums / 360 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$203K
  • Health$199K
  • Dental$199K
  • Vision$199K
  • Prescription drug$199K
  • Life$4K
Total $203K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • STANDARD INSURANCE COMPANY2%
Total $203K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $11K1 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

GOTT'S PARTNERS, LP 401K PROFIT SHARING PLAN

401k

Assets$5.1M
Participants486
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GOTT'S PARTNERS LP MEDICAL DENTAL VISION PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$203K
Covered lives360
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOTT'S PARTNERS, LP 401K PROFIT SHARING PLAN401k$5.1M4862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GOTT'S PARTNERS LP MEDICAL DENTAL VISION PLANFully InsuredBLUE CROSS OF CALIFORNIA$203K3602025
Retirement plans
Welfare plans
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