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  2. ST. FRANCIS WINERY AND VINEYARDS, INC.
Sponsor portfolioTH

ST. FRANCIS WINERY AND VINEYARDS, INC.

EIN 68-0320900-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$13.3M assets
Welfare
1
$1.1M premiums
Participants
219
500 PYTHIAN ROAD - SANTA ROSA, CA 954096545707-833-1923
Plans on this EIN
2 filings
#001401k-$13.3M - 124 part#501Fully Insured-$1.1M - 171 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 171 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$987K
  • Prescription drug$987K
  • Life$119K
  • Other$119K
  • Dental$101K
  • Vision$101K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • KAISER FOUNDATION HEALTH PLAN INC74%
  • WESTERN HEALTH ADVANTAGE15%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • RSC INSURANCE BROKERAGE INC90%
  • SELMAN & COMPANY, LLC7%
  • INTERWEST INSURANCE SERVICES, LLC3%
Total $64K3 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

ST. FRANCIS WINERY AND VINEYARDS, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$13.3M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ST. FRANCIS WINERY & VINEYARDS HEALTH & WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.1M
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ST. FRANCIS WINERY AND VINEYARDS, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$13.3M1242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ST. FRANCIS WINERY & VINEYARDS HEALTH & WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.1M1712025
Retirement plans
Welfare plans
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