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Sponsor portfolioWelfare / HealthEIN 68-0071196

THE HESS COLLECTION WINERY

4411 REDWOOD ROAD · NAPA, CA 94558
7072551144
Plans filed
1
Years active
2016–2025
Industry
NAICS 31
Latest filing
2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
117
No prior year
Total participants
121
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.6M
THE HESS COLLECTION HEALTH AND WELFARE PLAN
Mixed117 covered·4 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.5M47.2%
Prescription drug$2.5M47.2%
Other$96K1.8%
Life$81K1.5%
Long-term disability$51K1.0%
Short-term disability$42K0.8%
Vision$31K0.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRx
$2.5M95.2%1196
STANDARD INSURANCE COMPANY
EIN 930242990
LSTDLTDOth
$80K3.0%13117
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
VLSTDLTDOth
$31K1.2%11106
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
Oth
$14K0.5%1126

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCSAN FRANCISCO, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, STANDARD INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA$117K$24K$141K88.3%1
HEFFERNAN INSURANCE BROKERSWALNUT CREEK, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY, STANDARD INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA$14K$0$14K8.9%1
TOTALIS BENEFITSSCOTTSDALE, AZSTANDARD INSURANCE COMPANY$3K$0$3K1.8%1
ALTERITY BROKER SOLUTIONSSCOTTSDALE, AZTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1K$0$1K0.9%1

History & trajectory

10 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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