Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Prescription drug$1.9M
- Other$101K
- Vision$50K
- Long-term disability$37K
- Life$25K
- +1 more
Sponsor portfolio
WX
EIN 94-3353812Latest filing 2025
Plans
2
Retirement
1
$15.2M assets
Welfare
1
$2.0M premiums
Participants
324
4 HAMILTON LANDING, SUITE 110 - NOVATO, CA 94949415-382-6803
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 138 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- BLUE CROSS OF CALIFORNIA66%
- KAISER FOUNDATION HEALTH PLAN INC26%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
98%top
- DIGITAL INSURANCE LLC98%
- CENTRO BENEFITS RESEARCH LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WINERY EXCHANGE INC., 401(K) PLAN
401k
Assets$15.2M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WX HEALTH AND WELFARE BENEFIT PLAN
Mixed - BLUE CROSS OF CALIFORNIA
Premiums$2.0M
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WINERY EXCHANGE INC., 401(K) PLAN | 401k | $15.2M | 201 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WX HEALTH AND WELFARE BENEFIT PLAN | Mixed | BLUE CROSS OF CALIFORNIA | $2.0M | 138 | 2025 |
Retirement plans
Welfare plans