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Sponsor portfolio

CLINE CELLARS, INC.

EIN 68-0247575-Latest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$814K premiums
Participants
365
24737 ARNOLD DR - SONOMA, CA 95476707-940-4016
Plans on this EIN
2 filings
#001401k-$10.0M - 222 part#501Fully Insured-$814K - 142 lives

Benefits portfolio analytics

1 plan / $814K premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$703K
  • Dental$76K
  • Vision$76K
  • Life$35K
  • Short-term disability$35K
  • Long-term disability$35K
  • +1 more
Total $814K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • KAISER FOUNDATION HEALTH PLAN INC60%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY36%
  • HARTFORD LIFE AND ACCIDENT4%
Total $814K3 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • ACRISURE LLC53%
  • FILICE INSURANCE AGENCY47%
Total $71K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CLINE CELLARS 401(K) SAVINGS PLAN

401k

Assets$10.0M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLINE CELLARS, INC. HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$814K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLINE CELLARS 401(K) SAVINGS PLAN401k$10.0M2222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLINE CELLARS, INC. HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$814K1422025
Retirement plans
Welfare plans
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