Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Other$211K
- Dental$207K
- Vision$207K
- Life$207K
- +1 more
Sponsor portfolio
RB WINE ASSOCIATES, LLC.
EIN 20-8410949Latest filing 2025
Plans
2
Retirement
1
$5.7M assets
Welfare
1
$1.9M premiums
Participants
371
499 MOORE LANE - HEALDSBURG, CA 95448707-433-8400
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 174 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- CALIFORNIA CHOICE89%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
- PRINCIPAL LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
73%top
- LOCKTON COMPANIES, LLC73%
- REUBEN WARNER ASSOCIATES, INC.20%
- ALTERITY BROKER SOLUTIONS7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RACK & RIDDLE CUSTOM WINE SERVICES 401(K) PLAN
401k
Assets$5.7M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RACK & RIDDLE HEALTH & WELFARE PLAN
Fully Insured - CALIFORNIACHOICE
Premiums$1.9M
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RACK & RIDDLE CUSTOM WINE SERVICES 401(K) PLAN | 401k | $5.7M | 197 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RACK & RIDDLE HEALTH & WELFARE PLAN | Fully Insured | CALIFORNIACHOICE | $1.9M | 174 | 2025 |
Retirement plans
Welfare plans