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
Filings through .
Roederer Estate Inc.
EIN 94-2847615wine and spiritsLatest filing 2025
Plans
2
Retirement
1
$43.2M assets
Health & Benefits
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 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.9M premiums / 168 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
ROEDERER USA RETIREMENT PLAN
401(k)
Assets$43.2M
Participants226
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
ROEDERER ESTATE INC. MEDICAL PLAN
Fully insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$2.9M
Covered lives168
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | ROEDERER USA RETIREMENT PLAN | 401(k) | $43.2M | 226 | 2025 |
- #003 · 401(k) · 2025226
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | ROEDERER ESTATE INC. MEDICAL PLAN | Fully insured | CALIFORNIA PHYSICIANS' SERVICE | $2.9M | 168 | 2025 |
- #502 · Fully insured · CALIFORNIA PHYSICIANS' SERVICE · 2025168
Retirement plans
Health & Benefits plans