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  2. ANTHONY VINEYARDS, INC.
Sponsor portfolio

ANTHONY VINEYARDS, INC.

EIN 94-2160786-farming-Latest filing 2025
Plans
2
Retirement
1
$8.1M assets
Welfare
1
$398K premiums
Participants
208
5512 VALPREDO AVE, PO BOX 9578 - BAKERSFIELD, CA 93307661-858-6211anthonyvineyards.comLinkedIn51-200 employeesfarming
Plans on this EIN
2 filings
#001401k-$8.1M - 59 part#501Mixed-$398K - 148 lives

Benefits portfolio analytics

1 plan / $398K premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$332K
  • Life$51K
  • Long-term disability$51K
  • Other$51K
  • Dental$9K
Total $392K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
Total $392K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $7K1 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

ANTHONY VINEYARDS, INC. 401(K) PLAN AND TRUST

401k

Assets$8.1M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ANTHONY VINEYARDS, INC. HEALTH & WELFARE BENEFIT PLAN

Mixed - BERKSHIRE HATHAWAY SPECIALTY INSURANCE

Premiums$398K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ANTHONY VINEYARDS, INC. 401(K) PLAN AND TRUST401k$8.1M592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ANTHONY VINEYARDS, INC. HEALTH & WELFARE BENEFIT PLANMixedBERKSHIRE HATHAWAY SPECIALTY INSURANCE$398K1482025
Retirement plans
Welfare plans
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