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Sponsor portfolioWelfare / HealthEIN 94-3346469
JOSEPH PHELPS VINEYARDS
200 TAPLIN ROAD · ST. HELENA, CA 94574
7079673732
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 31
- Latest filing
- 2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
141
No prior year
Total participants
139
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 | $2.0M | 45.5% | |
| Prescription drug | $2.0M | 45.5% | |
| Vision | $80K | 1.8% | |
| Life | $80K | 1.8% | |
| Short-term disability | $80K | 1.8% | |
| Long-term disability | $80K | 1.8% | |
| Other | $80K | 1.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $1.3M | 61.0% | 1 | 1 | 115 |
EIN 591031071 | HRx | $741K | 35.2% | 1 | 1 | 95 |
EIN 381082080 | VLSTDLTDOth | $80K | 3.8% | 1 | 1 | 141 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | LOS ANGELES, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., SUN LIFE ASSURANCE COMPANY OF CANADA | $135K | $1K | $136K | 97.2% | 1 |
| TOTALIS BENEFITS | SCOTTSDALE, AZ | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $4K | $4K | 2.6% | 1 |
| SBR SERVICES LLC | ATLANTA, GA | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $291 | $291 | 0.2% | 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