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Sponsor portfolio

SCHEID VINEYARDS CALIFORNIA INC.

EIN 95-2766024-wine and spirits-Latest filing 2025
Plans
3
Retirement
2
$17.9M assets
Welfare
1
$268K premiums
Participants
438
305 HILTOWN ROAD - SALINAS, CA 93909831-455-9990scheidwinery.comLinkedIn51-200 employeeswine and spirits
Plans on this EIN
3 filings
#001401k-$16.3M - 222 part#002401k-$1.7M - 82 part#501Mixed-$268K - 126 lives

Retirement portfolio analytics

2 plans aggregated / $17.9M assets / 304 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • CALIFORNIA INC. 401(K) (#001)91%
  • INC. UNION 401(K) (#002)9%
Total $17.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
91%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY91%
  • (Not disclosed)9%
Total $17.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CALIFORNIA INC. 401(K) (#001)222
  • INC. UNION 401(K) (#002)82
Total 304Click row to drill in

Benefits portfolio analytics

1 plan / $268K premiums / 126 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$249K
  • Life$249K
  • Short-term disability$249K
  • Long-term disability$249K
  • Other$249K
  • Vision$19K
Total $268K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY93%
  • VISION SERVICE PLAN7%
Total $268K2 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • USI INSURANCE SERVICES LLC66%
  • 4MYBENEFITS, INC.17%
  • ASSUREDPARTNERS17%
Total $37K3 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

SCHEID VINEYARDS CALIFORNIA INC. 401(K) PLAN

401k

Assets$16.3M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SCHEID VINEYARDS CALIFORNIA, INC. UNION 401(K) PLAN

401k

Assets$1.7M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCHEID VINEYARDS CALIFORNIA INC. HEALTH & WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$268K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SCHEID VINEYARDS CALIFORNIA INC. 401(K) PLAN401k$16.3M2222024
002SCHEID VINEYARDS CALIFORNIA, INC. UNION 401(K) PLAN401k$1.7M822025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCHEID VINEYARDS CALIFORNIA INC. HEALTH & WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$268K1262025
Retirement plans
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