Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$931K
- Prescription drug$931K
- Dental$87K
- Vision$87K
- Other$38K
- Life$23K
- +1 more
Sponsor portfolio
TREFETHEN FAMILY WINERY, LLC
EIN 94-2474359Latest filing 2025
Plans
2
Retirement
1
$10.5M assets
Welfare
1
$1.1M premiums
Participants
258
1160 OAK KNOLL AVENUE - NAPA, CA 94558707-255-7700trefethenfamilyvineyards.comLinkedIn11-50 employees
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 173 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- KAISER FOUNDATION HEALTH PLAN INC84%
- AMERITAS LIFE INSURANCE CORP.8%
- WESTERN HEALTH ADVANTAGE4%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- MCGRIFF INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TREFETHEN PROFIT SHARING AND 401(K) SAVINGS PLAN
401k
Assets$10.5M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TREFETHEN HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.1M
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TREFETHEN PROFIT SHARING AND 401(K) SAVINGS PLAN | 401k | $10.5M | 144 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TREFETHEN HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.1M | 173 | 2025 |
Retirement plans
Welfare plans