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Sponsor portfolio

O'NEILL BEVERAGES CO. LLC DBA O'NEILL VINTNERS & DISTILLERS

EIN 73-1707939-wine and spirits-Latest filing 2025
Plans
2
Retirement
1
$22.0M assets
Welfare
1
$3.0M premiums
Participants
790
8418 S. LAC JAC AVENUE - PARLIER, CA 93648559-638-3544oneillwine.comLinkedIn201-500 employeeswine and spirits
Plans on this EIN
2 filings
#001401k-$22.0M - 474 part#501Fully Insured-$3.0M - 598 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 598 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$1.6M
  • Vision$221K
  • Life$221K
  • Long-term disability$221K
  • Other$221K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • KAISER FOUNDATION HEALTH PLAN INC55%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY31%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • DELTA DENTAL OF CALIFORNIA7%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • M & O AGENCIES INC100%
Total $227K1 slice

Plan deep-dives

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

O'NEILL VINTNERS & DISTILLERS 401(K) PLAN

401k

Assets$22.0M
Participants474
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

O'NEILL VINTNERS & DISTILLERS HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$3.0M
Covered lives598
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001O'NEILL VINTNERS & DISTILLERS 401(K) PLAN401k$22.0M4742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501O'NEILL VINTNERS & DISTILLERS HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$3.0M5982025
Retirement plans
Welfare plans
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