Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.2M
- Prescription drug$3.2M
- Dental$387K
- Other$353K
- Life$347K
- Long-term disability$339K
- +2 more
Sponsor portfolio
OPUS ONE WINERY LLC
EIN 68-0235610wine and spiritsLatest filing 2025
Plans
2
Retirement
1
$25.3M assets
Welfare
1
$3.5M premiums
Participants
276
7900 ST. HELENA HIGHWAY - OAKVILLE, CA 94562707-944-9442opusonewinery.comLinkedIn51-200 employeeswine and spirits
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.5M premiums / 279 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- CALIFORNIA PHYSICIANS SERVICE88%
- PRINCIPAL LIFE INSURANCE COMPANY9%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
- DELAWARE AMERICAN LIFE INSURANCE COMPANY1%
- BLUE CROSS OF CALIFORNIA0%
- +1 more
Broker market share
Schedule A broker compensation
70%top
- ABD INS. AND FINANCIAL SVCS., INC.70%
- WELDON G KERR23%
- ASSUREDPARTNERS6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OPUS ONE 401(K) PLAN
401k
Assets$25.3M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OPUS ONE WINERY HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$3.5M
Covered lives279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OPUS ONE 401(K) PLAN | 401k | $25.3M | 163 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OPUS ONE WINERY HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $3.5M | 279 | 2025 |
Retirement plans
Welfare plans