Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$2.5M
- Other$2.1M
- Dental$2.0M
- Life$60K
- Long-term disability$60K
- +1 more
Sponsor portfolio
J. LOHR WINERY CORPORATION
EIN 94-2241621wine and spiritsLatest filing 2025
Plans
2
Retirement
1
$43.5M assets
Welfare
1
$2.6M premiums
Participants
435
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 343 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- BLUE CROSS OF CALIFORNIA78%
- KAISER FOUNDATION HEALTH PLAN INC19%
- ANTHEM LIFE INSURANCE COMPANY2%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
80%top
- RSC INSURANCE BROKERAGE INC80%
- BEERE & PURVES INC20%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
J. LOHR EMPLOYEES RETIREMENT PLAN
401k
Assets$43.5M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
J. LOHR WINERY CORPORATION
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$2.6M
Covered lives343
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | J. LOHR EMPLOYEES RETIREMENT PLAN | 401k | $43.5M | 269 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | J. LOHR WINERY CORPORATION | Fully Insured | BLUE CROSS OF CALIFORNIA | $2.6M | 343 | 2025 |
Retirement plans
Welfare plans