PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. WILSON CREEK WINERY & VINEYARDS, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 90-0210427

WILSON CREEK WINERY & VINEYARDS, INC.

35960 RANCHO CALIFORNIA RD · TEMECULA, CA 92591
9516999463
Plans filed
1
Years active
2023–2025
Industry
NAICS 31
Latest filing
2025
Total premiums (latest)
$770K
No prior year
Persons covered
226
No prior year
Total participants
226
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$770K
WILSON CREEK WINERY & VINEYARDS, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully insured226 covered·6 carriers
Primary: CALIFORNIA PHYSICIANS SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$722K48.2%
Prescription drug$722K48.2%
Dental$30K2.0%
Other$11K0.7%
Life$7K0.4%
Vision$6K0.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRx
$722K93.8%1165
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$30K3.9%1240
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LOth
$7K0.9%1193
STANDARD INSURANCE COMPANY
EIN 930242990
V
$6K0.8%1152
HEALTH AND HUMAN RESOURCE CENTER
EIN 330052273
Oth
$4K0.6%11226

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSAN DIEGO, CACALIFORNIA PHYSICIANS SERVICE, HEALTH AND HUMAN RESOURCE CENTER, UNITED CONCORDIA INSUARANCE COMPANY, HARTFORD LIFE AND ACCIDENT, STANDARD INSURANCE COMPANY$38K$581$38K100.0%1

History & trajectory

3 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica