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  2. SUTTER HOME WINERY, INC.
Sponsor portfolioTH

SUTTER HOME WINERY, INC.

EIN 94-1080860-food production-Latest filing 2025
Plans
2
Retirement
1
$341.4M assets
Welfare
1
$8.2M premiums
Participants
2,726
100 ST HELENA HWY SOUTH - ST HELENA, CA 94574707-963-3104sutterhome.comLinkedIn1001-5000 employeesfood production
Plans on this EIN
2 filings
#001401k-$341.4M - 1,677 part#501Mixed-$8.2M - 2,778 lives

Benefits portfolio analytics

1 plan / $8.2M premiums / 2,778 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.3M
  • Prescription drug$7.3M
  • Life$503K
  • Long-term disability$213K
  • Other$104K
  • Short-term disability$97K
Total $8.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • KAISER FOUNDATION HEALTH PLAN INC89%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA11%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $8.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • DIGITAL INSURANCE LLC98%
  • EMPYREAN INSURANCE SERVICES, INC.2%
Total $64K2 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

SUTTER HOME WINERY, INC. 401(K) AND PROFIT SHARING PLAN

401k

Assets$341.4M
Participants1,677
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUTTER HOME WINERY WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$8.2M
Covered lives2,778
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUTTER HOME WINERY, INC. 401(K) AND PROFIT SHARING PLAN401k$341.4M1,6772025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUTTER HOME WINERY WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN INC$8.2M2,7782024
Retirement plans
Welfare plans
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