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Sponsor portfolioTH

DUCKHORN WINE COMPANY

EIN 94-2345103-Latest filing 2025
Plans
2
Retirement
1
$82.5M assets
Welfare
1
$8.0M premiums
Participants
1,258
1201 DOWDELL LANE - SAINT HELENA, CA 94574707-967-2027
Plans on this EIN
2 filings
#001401k-$82.5M - 777 part#501Fully Insured-$8.0M - 481 lives

Benefits portfolio analytics

1 plan / $8.0M premiums / 481 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.1M
  • Prescription drug$7.1M
  • Other$3.9M
  • Dental$543K
  • Vision$543K
  • Life$300K
  • +2 more
Total $8.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY52%
  • KAISER FOUNDATION HEALTH PLAN INC44%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Total $8.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • RELATION INSURANCE SERVICES OF CA99%
  • CENTRO BENEFITS RESEARCH LLC1%
Total $332K2 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

DUCKHORN WINE COMPANY 401(K) PLAN

401k

Assets$82.5M
Participants777
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DUCKHORN WINE COMPANY HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$8.0M
Covered lives481
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DUCKHORN WINE COMPANY 401(K) PLAN401k$82.5M7772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DUCKHORN WINE COMPANY HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$8.0M4812025
Retirement plans
Welfare plans
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