Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Prescription drug$2.6M
- Dental$157K
- Vision$157K
- Life$110K
- Short-term disability$110K
- +1 more
Sponsor portfolio
ROEDERER ESTATE INC.
EIN 94-2847615wine and spiritsLatest filing 2025
Plans
2
Retirement
1
$43.2M assets
Welfare
1
$2.9M premiums
Participants
495
383 FOURTH ST, SUITE 400 - OAKLAND, CA 94607510-587-2011roedererestate.comLinkedIn1-10 employeeswine and spirits
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 168 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- CALIFORNIA PHYSICIANS SERVICE74%
- KAISER FOUNDATION HEALTH PLAN INC17%
- SUN LIFE ASSURANCE COMPANY OF CANADA5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
ROEDERER USA RETIREMENT PLAN
401k
Assets$43.2M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ROEDERER ESTATE INC. MEDICAL PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$2.9M
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ROEDERER USA RETIREMENT PLAN | 401k | $43.2M | 226 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ROEDERER ESTATE INC. MEDICAL PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE | $2.9M | 168 | 2025 |
Retirement plans
Welfare plans