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
Filings through .
Foley Family Wines, Inc.
EIN 26-0823176wine and spiritsLatest filing 2025
Plans
2
Retirement
1
$57.9M assets
Health & Benefits
1
$5.9M premiums
Participants
1,717
200 CONCOURSE BLVD. - SANTA ROSA, CA 95403707-708-8186foleyfamilywines.comLinkedIn201-500 employeeswine and spirits
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $5.9M premiums / 720 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FOLEY FAMILY WINES 401(K) PLAN
401(k)
Assets$57.9M
Participants1,093
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
FOLEY FAMILY WINES, INC. FLEXIBLE BENEFIT PLAN
Fully insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY
Premiums$5.9M
Covered lives720
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FOLEY FAMILY WINES 401(K) PLAN | 401(k) | $57.9M | 1,093 | 2025 |
- #001 · 401(k) · 20251,093
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · 2025720
Retirement plans
Health & Benefits plans