Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$267K
- Vision$267K
- Long-term disability$28K
- Life$18K
Sponsor portfolio
WINEDIRECT
EIN 20-3100579Latest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$2.5M premiums
Participants
621
450 GREEN ISLAND ROAD - AMERICAN CANYON, CA 94503702-603-4032
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 274 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- KAISER FOUNDATION HEALTH PLAN INC71%
- ANTHEM LIFE INSURANCE COMPANY22%
- STANDARD INSURANCE COMPANY4%
- BLUE CROSS OF CALIFORNIA4%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WINEDIRECT, INC. 401(K) PLAN
401k
Assets$6.9M
Participants362
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WINEDIRECT HEALTH & WELFARE PLAN
Fully Insured - ANTHEM
Premiums$2.5M
Covered lives274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WINEDIRECT, INC. 401(K) PLAN | 401k | $6.9M | 362 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WINEDIRECT HEALTH & WELFARE PLAN | Fully Insured | ANTHEM | $2.5M | 274 | 2025 |
Retirement plans
Welfare plans