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Sponsor portfolioWelfare / HealthEIN 26-0823176

FOLEY FAMILY WINES, INC.

200 CONCOURSE BOULEVARD · SANTA ROSA, CA 94503
7077087606
Plans filed
1
Years active
2017–2025
Industry
NAICS 31
Latest filing
2025
Total premiums (latest)
$5.9M
No prior year
Persons covered
720
No prior year
Total participants
624
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$5.9M
FOLEY FAMILY WINES, INC. FLEXIBLE BENEFIT PLAN
Fully insured720 covered·6 carriers
Primary: ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$4.1M38.3%
Vision$4.1M38.3%
Health$1.6M15.1%
Prescription drug$579K5.4%
Life$118K1.1%
Other$118K1.1%
Long-term disability$45K0.4%
Short-term disability$18K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 520913817
DVLSTDLTDOth
$4.3M72.6%14720
KAISER FOUNDATION HEALTH PLAN INC
EIN 910511770
H
$1.0M17.6%13129
SUTTER HEALTH PLAN
EIN 461183948
HRx
$579K9.8%1161

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CBIZ BENEFITS & INSURANCE SERVICESBOCA RATON, FLKAISER FOUNDATION HEALTH PLAN INC., ANTHEM LIFE INSURANCE COMPANY, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF WASHINGTON, KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$164K$429$164K100.0%1

History & trajectory

9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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