Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$2.5M
- Other$96K
- Life$81K
- Long-term disability$51K
- Short-term disability$42K
- +1 more
Sponsor portfolio
THE HESS COLLECTION WINERY
EIN 68-0071196Latest filing 2025
Plans
2
Retirement
1
$22.7M assets
Welfare
1
$2.6M premiums
Participants
310
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 117 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- STANDARD INSURANCE COMPANY3%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
88%top
- LOCKTON COMPANIES, LLC88%
- HEFFERNAN INSURANCE BROKERS9%
- TOTALIS BENEFITS2%
- ALTERITY BROKER SOLUTIONS1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE HESS COLLECTION 401(K) PLAN
401k
Assets$22.7M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE HESS COLLECTION HEALTH AND WELFARE PLAN
Mixed - BLUE CROSS OF CALIFORNIA
Premiums$2.6M
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE HESS COLLECTION 401(K) PLAN | 401k | $22.7M | 189 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE HESS COLLECTION HEALTH AND WELFARE PLAN | Mixed | BLUE CROSS OF CALIFORNIA | $2.6M | 117 | 2025 |
Retirement plans
Welfare plans