Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$800K
- Prescription drug$800K
- Long-term disability$41K
- Vision$22K
- Life$19K
- Other$19K
- +1 more
Sponsor portfolio
BOISSET COLLECTION
EIN 94-2681575wine and spiritsLatest filing 2025
Plans
2
Retirement
1
$23.2M assets
Welfare
1
$889K premiums
Participants
684
849 ZINFANDEL LANE - ST. HELENA, CA 94574800-878-1123boissetfamilyestates.comLinkedIn51-200 employeeswine and spirits
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $889K premiums / 264 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
98%top
- USI INSURANCE SERVICES LLC98%
- ADP INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BOISSET FAMILY ESTATES, INC. RETIREMENT SAVINGS PLAN
401k
Assets$23.2M
Participants414
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BOISSET COLLECTION WELFARE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$889K
Covered lives264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BOISSET FAMILY ESTATES, INC. RETIREMENT SAVINGS PLAN | 401k | $23.2M | 414 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BOISSET COLLECTION WELFARE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $889K | 264 | 2025 |
Retirement plans
Welfare plans