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Sponsor portfolio

NEW PINA VINEYARD MANAGEMENT, LLC DBA PINA VINEYARD MANAGEMENT

EIN 47-2603457-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$68K premiums
Participants
276
PO BOX 373 - OAKVILLE, CA 94562707-944-2229
Plans on this EIN
2 filings
#101401k-$8.5M - 164 part#502Fully Insured-$68K - 162 lives

Benefits portfolio analytics

1 plan / $68K premiums / 162 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$68K
  • Vision$68K
  • Life$68K
  • Other$68K
Total $68K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $68K1 slice

Broker market share

Schedule A broker compensation

Split broker
67%top
  • PATRIOT GROWTH INSURANCE SERVICES67%
  • AMWINS33%
Total $11K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#101

NEW PINA VINEYARD MANAGEMENT, LLC 401(K) PLAN

401k

Assets$8.5M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

NEW PINA VINEYARD MANAGEMENT LLC HEALTH & WELFARE BENEFIT PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$68K
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
101NEW PINA VINEYARD MANAGEMENT, LLC 401(K) PLAN401k$8.5M1642025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502NEW PINA VINEYARD MANAGEMENT LLC HEALTH & WELFARE BENEFIT PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$68K1622025
Retirement plans
Welfare plans
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