Plan Ledger DOL Form 5500 · updated monthly

Opus One Winery LLCbenefits

Opus One Winery Health and Welfare Plan · OAKVILLE, CA · plan year 2024

Broker compensation reported · 2024
$246,071

Opus One Winery LLC's benefits plans covered 103 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $246,071 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $2,389 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 5.1% from $234,214 in 2023.

Insurance contracts · 20247
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 276 covered
CALIFORNIA PHYSICIANS SERVICE · health drug ppopremiums n/a · 258 covered
CLAREMONT BEHAVIORAL SERVICES, INC.premiums n/a · 122 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug dentalpremiums n/a · 4 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life ltdpremiums n/a · 4 covered
BLUE SHIELD OF CALIFORNIA LIFE HEALTH INSURANCE COMPANY · lifepremiums n/a · 108 covered
DELAWARE AMERICAN LIFE INSURANCE OF AMERICA · life ltdpremiums n/a · 4 covered
Brokers & agents paid · 20245
WELSON KERR$57,109 · incl $2,926 fees
ABD INS. AND FINANCIAL SVCS., INC.$173,683 · incl $147,966 fees
ROGERS BENEFIT GROUP INC$13,847 · incl $13,847 fees
EMERSON ROGERS, LLC$1,264 · incl $1,264 fees
Individual agent · names withheld$168

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 680235610 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.