Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$722K
- Prescription drug$722K
- Dental$30K
- Other$11K
- Life$7K
- Vision$6K
Sponsor portfolio
WILSON CREEK WINERY & VINEYARDS, INC.
EIN 90-0210427wine and spiritsLatest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$770K premiums
Participants
402
35960 RANCHO CALIFORNIA RD - TEMECULA, CA 92591951-699-9463wilsoncreekwinery.comLinkedIn51-200 employeeswine and spirits
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $770K premiums / 226 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- CALIFORNIA PHYSICIANS SERVICE94%
- UNITED CONCORDIA INSURANCE COMPANY4%
- HARTFORD LIFE AND ACCIDENT1%
- STANDARD INSURANCE COMPANY1%
- HEALTH AND HUMAN RESOURCE CENTER1%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WILSON CREEK WINERY 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$2.7M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WILSON CREEK WINERY & VINEYARDS, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$770K
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WILSON CREEK WINERY 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.7M | 176 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WILSON CREEK WINERY & VINEYARDS, INC. HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $770K | 226 | 2025 |
Retirement plans
Welfare plans