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Sponsor portfolioWelfare / HealthEIN 94-2692019

WALSH VINEYARDS MANAGEMENT, INC.

1125 GOLDEN GATE DRIVE · NAPA, CA 94558
7072581500
Plans filed
1
Years active
2015–2025
Industry
NAICS 11
Latest filing
2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
190
No prior year
Total participants
124
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.0M
WALSH VINEYARDS HEALTH AND WELFARE PLAN
Fully insured190 covered·4 carriers
Primary: WESTERN HEALTH ADVANTAGE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.8M41.4%
Prescription drug$1.8M41.4%
Dental$150K3.4%
Vision$150K3.4%
Life$150K3.4%
Long-term disability$150K3.4%
Other$150K3.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
WESTERN HEALTH ADVANTAGE
EIN 680393304
HRx
$1.3M66.4%11182
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$483K24.7%1148
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLLTDOth
$150K7.7%11190
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRx
$24K1.2%1111

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCSAN FRANCISCO, CABLUE CROSS OF CALIFORNIA, PRINCIPAL LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., WESTERN HEALTH ADVANTAGE$100K$0$100K100.0%1

History & trajectory

11 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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