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Sponsor portfolioWelfare / HealthEIN 93-0981021

WILLAMETTE VALLEY VINEYARDS

8800 ENCHANTED WAY · TURNER, OR 97392
5035889463
Plans filed
2
Years active
2018–2024
Industry
NAICS 31
Latest filing
2024
Total premiums (latest)
$123K
No prior year
Persons covered
230
No prior year
Total participants
230
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$123K
WILLAMETTE VALLEY VINEYARDS HEALTH AND WELFARE PLAN
Mixed230 covered·5 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$5K
WILLAMETTE VALLEY VINEYARDS EAP PLAN
Fully insured230 covered·1 carrier
Primary: RELIANT BEHAVIORAL HEALTH

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$108K25.1%
Other$81K19.0%
Life$76K17.8%
Short-term disability$76K17.8%
Long-term disability$76K17.8%
Vision$10K2.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
DLSTDLTDOth
$76K62.0%11202
WILLAMETTE DENTAL INSURANCE, INC.
EIN 931171647
D
$31K25.5%1172
VISION SERVICE PLAN
EIN 061227840
V
$10K8.3%1191
UPRISEHEALTH
EIN 810573161
Oth
$3K2.2%11230
AFLAC
EIN 822723296
Oth
$2K2.0%114

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, WILLAMETTE DENTAL INSURANCE, INC., VISION SERVICE PLAN$10K$3K$13K99.0%1
WILLIAM R MEDITZWILSONVILLE, ORAFLAC$60$0$600.5%1
ALICIA J MATSONSALEM, ORAFLAC$29$0$290.2%1
ANDRIA R. KINYONSALEM, ORAFLAC$25$0$250.2%1
VINCENT BRIAN VOLLMARSALEM, ORAFLAC$8$0$80.1%1
THERESA GREENSALEM, ORAFLAC$8$0$80.1%1

History & trajectory

7 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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