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Sponsor portfolioWelfare / HealthEIN 94-2474359
TREFETHEN FAMILY WINERY, LLC
1160 OAK KNOLL AVENUE · NAPA, CA 94558
7072557700
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 31
- Latest filing
- 2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
173
No prior year
Total participants
114
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $931K | 44.1% | |
| Prescription drug | $931K | 44.1% | |
| Dental | $87K | 4.1% | |
| Vision | $87K | 4.1% | |
| Other | $38K | 1.8% | |
| Life | $23K | 1.1% | |
| Long-term disability | $15K | 0.7% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $885K | 83.9% | 1 | 2 | 63 |
EIN 470098400 | DV | $87K | 8.2% | 1 | 1 | 173 |
EIN 680393304 | HRx | $45K | 4.3% | 1 | 1 | 8 |
EIN 470322111 | LLTDOth | $38K | 3.6% | 1 | 3 | 114 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | SAN DIEGO, CA | KAISER FOUNDATION HEALTH PLAN, INC., UNITED OF OMAHA LIFE INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP., WESTERN HEALTH ADVANTAGE | $83K | $5K | $88K | 100.0% | 1 |
History & trajectory
6 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