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Sponsor portfolioWelfare / HealthEIN 68-0235610

OPUS ONE WINERY LLC

7900 ST. HELENA HIGHWAY · OAKVILLE, CA 94562
7079449442
Plans filed
1
Years active
2022–2025
Industry
NAICS 31
Latest filing
2025
Total premiums (latest)
$3.5M
No prior year
Persons covered
279
No prior year
Total participants
113
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.5M
OPUS ONE WINERY HEALTH AND WELFARE PLAN
Fully insured279 covered·6 carriers
Primary: CALIFORNIA PHYSICIANS SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.2M37.7%
Prescription drug$3.2M37.7%
Dental$387K4.6%
Other$353K4.2%
Life$347K4.1%
Long-term disability$339K4.0%
Vision$319K3.8%
Short-term disability$319K3.8%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRx
$3.1M88.0%11265
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTDOth
$319K9.1%11279
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxD
$69K2.0%118
DELAWARE AMERICAN LIFE INSURANCE COMPANY
EIN 510104167
LLTDOth
$20K0.6%118
BLUE CROSS OF CALIFORNIA
EIN 946077403
LOth
$8K0.2%11109
CLAREMONT EAP
EIN 943129474
Oth
$6K0.2%11122

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ABD INS. AND FINANCIAL SVCS., INC.OAKVILLE, CADELAWARE AMERICAN LIFE INSURANCE OF AMERICA, PRINCIPAL LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS SERVICE, BLUE SHIELD OF CALIFORNIA LIFE HEALTH INSURANCE COMPANY$29K$168K$198K70.5%1
WELDON G KERRSAN JOSE, CACALIFORNIA PHYSICIANS SERVICE, BLUE SHIELD OF CALIFORNIA LIFE HEALTH INSURANCE COMPANY$0$65K$65K23.3%1
ASSUREDPARTNERSSAN JOSE, CAPRINCIPAL LIFE INSURANCE COMPANY$0$17K$17K6.2%1

History & trajectory

4 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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