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  2. MESA VINEYARD MANAGEMENT, INC.
Sponsor portfolio

MESA VINEYARD MANAGEMENT, INC.

EIN 77-0202905-farming-Latest filing 2025
Plans
2
Retirement
1
$18.5M assets
Welfare
1
$47K premiums
Participants
708
PO BOX 789 - TEMPLETON, CA 93465805-434-4100mesavineyard.comLinkedIn11-50 employeesfarming
Plans on this EIN
2 filings
#001401k-$18.5M - 495 part#501Mixed-$47K - 195 lives

Benefits portfolio analytics

1 plan / $47K premiums / 195 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • VISION SERVICE PLAN100%
Total $47K1 slice

Broker market share

Schedule A broker compensation

Split broker
73%top
  • WESTERN GROWERS INSURANCE SERVICES73%
  • HUB INTERNATIONAL MIDWEST LIMITED27%
Total $2K2 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

MESA VINEYARD 401(K) RETIREMENT PLAN

401k

Assets$18.5M
Participants495
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MESA VINEYARD MANAGEMENT, INC. HEALTH & WELFARE BENEFIT PLAN

Mixed - VISION SERVICE PLAN

Premiums$47K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MESA VINEYARD 401(K) RETIREMENT PLAN401k$18.5M4952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MESA VINEYARD MANAGEMENT, INC. HEALTH & WELFARE BENEFIT PLANMixedVISION SERVICE PLAN$47K1952025
Retirement plans
Welfare plans
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