Joseph Phelps Vineyardsbenefits
Joseph Phelps Vineyards Employee Benefit Plan · ST. HELENA, CA · plan year 2025
Broker compensation reported · 2025
$139,706
Joseph Phelps Vineyards's benefits plans covered 138 active participants in 2025, providing health · life · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $139,706 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,012 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 3.2% from $144,381 in 2024.
Insurance contracts · 20253
KAISER FOUNDATION HEALTH PLAN, INC. · health drugpremiums n/a · 115 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · vision life std ltdpremiums n/a · 141 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug ppopremiums n/a · 95 covered
Brokers & agents paid · 20253
LOCKTON COMPANIES, LLC$135,747 · incl $1,241 fees
TOTALIS BENEFITS, INC.$3,668 · incl $3,668 fees
SBR SERVICES, LLC$291 · incl $291 fees
Also brokered by Lockton5
Universal Services of America, LP CA$5,537,015
Banner Health AZ$3,486,058
Science Applications International Corporation VA$2,270,400
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687
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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 943346469 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.