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Sponsor portfolioWelfare / HealthEIN 43-1980954

SERENDIPITY WINES, LLC

9101 WALL ST · AUSTIN, TX 78754
9562023749
Plans filed
1
Years active
2025–2025
Industry
NAICS 31
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
253
No prior year
Total participants
103
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
SERENDIPITY WINES, LLC HEALTH & WELFARE BENEFIT PLAN
Fully insured253 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.0M33.1%
Dental$1.0M33.1%
Vision$1.0M33.1%
Life$10K0.3%
Short-term disability$9K0.3%
Long-term disability$3K0.1%
Other$1K0.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HDV
$1.0M97.9%11253
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$23K2.1%1466

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGEWOOD PARTNERS INSURANCE CENTERCONCORD, CALIFE INSURANCE COMPANY OF NORTH AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY$9K$41K$51K100.0%1

Policy details

Latest year, by plan
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