Plan Ledger DOL Form 5500 · updated monthly

Foley Family Wines, Inc.benefits

Foley Family Wines, Inc. Flexible Benefit Plan · SANTA ROSA, CA · plan year 2024

Broker compensation reported · 2024
$164,308

Foley Family Wines, Inc.'s benefits plans covered 622 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $164,308 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $264 per covered person, above the median for employer plans that report broker pay. Broker pay rose 1.2% from $162,416 in 2023.

Insurance contracts · 20248
KAISER FOUNDATION HEALTH PLAN INC. · health hmopremiums n/a · 129 covered
ANTHEM LIFE INSURANCE COMPANY · stdpremiums n/a · 96 covered
SUTTER HEALTH PLAN · health drug hmopremiums n/a · 61 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health hmopremiums n/a · 1 covered
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · dental visionpremiums n/a · 720 covered
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON · health hmopremiums n/a · 1 covered
ANTHEM LIFE INSURANCE COMPANY · lifepremiums n/a · 659 covered
ANTHEM LIFE INSURANCE COMPANY · ltdpremiums n/a · 86 covered
Brokers & agents paid · 20241
CBIZ BENEFITS & INSURANCE SERVICES$164,308 · incl $429 fees
Also brokered by Cbiz5
Tumi, Inc. NJ$1,238,886
V2X Inc. CO$941,238

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 260823176 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.