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Sponsor portfolio

SAN ANTONIO WINERY

EIN 95-1824179-food production-Latest filing 2025
Plans
3
Retirement
2
$34.3M assets
Welfare
1
$5.4M premiums
Participants
1,043
737 LAMAR STREET - LOS ANGELES, CA 90031323-330-8782sanantoniowinery.comLinkedIn51-200 employeesfood production
Plans on this EIN
3 filings
#001401k-$34.3M - 513 part#003TraditionalDB-$1K - 70 part#501Fully Insured-$5.4M - 424 lives

Retirement portfolio analytics

2 plans aggregated / $34.3M assets / 583 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • WINERY, INC. 401(K) (#001)100%
  • DEFINED BENEFIT PENSION (#003)0%
Total $34.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WINERY, INC. 401(K) (#001)513
  • DEFINED BENEFIT PENSION (#003)70
Total 583Click row to drill in

Benefits portfolio analytics

1 plan / $5.4M premiums / 424 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.0M
  • Other$307K
  • Dental$267K
  • Vision$267K
  • Life$267K
Total $5.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY76%
  • KAISER FOUNDATION HEALTH PLAN INC19%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
Total $5.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • AFFINITY GROUP BENEFITS LLC94%
  • TINA KARR6%
Total $265K2 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

SAN ANTONIO WINERY, INC. 401(K) PLAN

401k

Assets$34.3M
Participants513
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1K
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAN ANTONIO WINERY EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$5.4M
Covered lives424
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAN ANTONIO WINERY, INC. 401(K) PLAN401k$34.3M5132024
003SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$1K702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAN ANTONIO WINERY EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$5.4M4242025
Retirement plans
Welfare plans
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