Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$4.1M
- Vision$4.1M
- Health$1.6M
- Prescription drug$579K
- Life$118K
- Other$118K
- +2 more
Sponsor portfolio
FOLEY FAMILY WINES, INC.
EIN 26-0823176wine and spiritsLatest filing 2025
Plans
2
Retirement
1
$47.8M assets
Welfare
1
$5.9M premiums
Participants
1,669
200 CONCOURSE BOULEVARD - SANTA ROSA, CA 94503707-708-7606foleyfamilywines.comLinkedIn201-500 employeeswine and spirits
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.9M premiums / 720 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- ANTHEM LIFE INSURANCE COMPANY73%
- KAISER FOUNDATION HEALTH PLAN INC18%
- SUTTER HEALTH PLAN10%
Broker market share
Schedule A broker compensation
100%top
- CBIZ BENEFITS & INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FOLEY FAMILY WINES 401(K) PLAN
401k
Assets$47.8M
Participants1,045
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FOLEY FAMILY WINES, INC. FLEXIBLE BENEFIT PLAN
Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY
Premiums$5.9M
Covered lives720
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FOLEY FAMILY WINES 401(K) PLAN | 401k | $47.8M | 1,045 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FOLEY FAMILY WINES, INC. FLEXIBLE BENEFIT PLAN | Fully Insured | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $5.9M | 720 | 2025 |
Retirement plans
Welfare plans