Plan Ledger DOL Form 5500 · updated monthly

The Hess Collection Winerybenefits

The Hess Collection Health and Welfare Plan · NAPA, CA · plan year 2024

Broker compensation reported · 2024
$159,935

The Hess Collection Winery's benefits plans covered 120 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $79,873. Insurance brokers and agents were paid $159,935 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 200.2% of premiums. That is $1,333 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 56% from $102,385 in 2023.

Insurance contracts · 20246
STANDARD INSURANCE COMPANY · life$50K · 117 covered
STANDARD INSURANCE COMPANY · ltd$19K · 117 covered
STANDARD INSURANCE COMPANY · std$11K · 117 covered
BLUE CROSS OF CALIFORNIA · health drug ppopremiums n/a · 96 covered
UNITEDHEALTHCARE INSURANCE COMPANYpremiums n/a · 26 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · vision life std ltdpremiums n/a · 106 covered
Brokers & agents paid · 20244
LOCKTON COMPANIES LLC$141,261 · incl $24,268 fees
TOTALIS BENEFITS INC$2,955
ALTERITY BROKER SOLUTIONS, INC.$1,443
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 680071196 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.