PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CAYMUS VINEYARDS, INC.
Sponsor portfolio

CAYMUS VINEYARDS, INC.

EIN 94-2151816-wine and spirits-Latest filing 2025
Plans
2
Retirement
1
$53.2M assets
Welfare
1
$5.2M premiums
Participants
847
8700 CONN CREEK ROAD, PO BOX 268 - RUTHERFORD, CA 94573707-963-4204caymus.comLinkedIn201-500 employeeswine and spirits
Plans on this EIN
2 filings
#003401k-$53.2M - 438 part#501Mixed-$5.2M - 408 lives

Benefits portfolio analytics

1 plan / $5.2M premiums / 408 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Prescription drug$4.0M
  • Life$1.2M
  • Other$982K
  • Short-term disability$548K
  • Long-term disability$548K
Total $5.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • KAISER FOUNDATION HEALTH PLAN INC48%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY29%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • ANTHEM LIFE INSURANCE COMPANY8%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
Total $5.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • HEFFERNAN INSURANCE BROKERS99%
  • WATCHTOWER BENEFITS, LLC1%
Total $336K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CAYMUS VINEYARDS 401(K) AND PROFIT SHARING PLAN

401k

Assets$53.2M
Participants438
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAYMUS VINEYARDS HEALTH & WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$5.2M
Covered lives408
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003CAYMUS VINEYARDS 401(K) AND PROFIT SHARING PLAN401k$53.2M4382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAYMUS VINEYARDS HEALTH & WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN INC$5.2M4082025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica