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Sponsor portfolio

FREIXENET SONOMA CAVES

EIN 94-2851882-Latest filing 2025
Plans
2
Retirement
1
$19.2M assets
Welfare
1
$1.4M premiums
Participants
387
23555 ARNOLD DRIVE, HIGHWAY 121 - SONOMA, CA 95476707-933-1950
Plans on this EIN
2 filings
#001401k-$19.2M - 220 part#501Fully Insured-$1.4M - 163 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 163 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$1.2M
  • Health$1.0M
  • Dental$339K
  • Vision$162K
  • Life$162K
  • Short-term disability$162K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • KAISER FOUNDATION HEALTH PLAN INC75%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY13%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • LOCKTON COMPANIES, LLC77%
  • PROFESSIONAL GROUP PLANS INC15%
  • ALTERITY BROKER SOLUTIONS8%
Total $92K3 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

FREIXENET SONOMA CAVES, INC. PROFIT SHARING PLAN

401k

Assets$19.2M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FREIXENET SONOMA CAVES DBA GLORIA FERRER CAVES & VINEYARDS

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.4M
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FREIXENET SONOMA CAVES, INC. PROFIT SHARING PLAN401k$19.2M2202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FREIXENET SONOMA CAVES DBA GLORIA FERRER CAVES & VINEYARDSFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.4M1632025
Retirement plans
Welfare plans
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