Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$214K
- Other$145K
- Life$138K
- Short-term disability$138K
- Long-term disability$138K
- Vision$36K
Sponsor portfolio
SILVER OAK WINE CELLARS, LLC
EIN 94-2327363Latest filing 2025
Plans
2
Retirement
1
$47.6M assets
Welfare
1
$396K premiums
Participants
408
7300 HIGHWAY 128 - HEALDSBURG, CA 95448707-942-2495
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $396K premiums / 160 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY54%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY35%
- VISION SERVICE PLAN9%
- CLAREMONT EAP2%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
SILVER OAK CELLARS 401(K) PROFIT SHARING PLAN
401k
Assets$47.6M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SILVER OAK WINE CELLARS, LLC WELFARE BENEFIT PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$396K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | SILVER OAK CELLARS 401(K) PROFIT SHARING PLAN | 401k | $47.6M | 250 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SILVER OAK WINE CELLARS, LLC WELFARE BENEFIT PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $396K | 160 | 2025 |
Retirement plans
Welfare plans