Plan Ledger DOL Form 5500 · updated monthly

Trefethen Family Winery, LLCbenefits

Trefethen Health and Welfare Benefits Plan · NAPA, CA · plan year 2024

Broker compensation reported · 2024
$87,822

Trefethen Family Winery, LLC's benefits plans covered 112 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $87,822 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $784 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 15% from $103,014 in 2023.

Insurance contracts · 20247
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 114 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 58 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 35 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 63 covered
AMERITAS LIFE INSURANCE CORP. · dental visionpremiums n/a · 173 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 15 covered
WESTERN HEALTH ADVANTAGE · health drug hmopremiums n/a · 8 covered
Brokers & agents paid · 20242
MCGRIFF INSURANCE SERVICES, LLC$13,879 · incl $3,149 fees
MCGRIFF INSURANCE SERVICES, INC.$73,943 · incl $1,753 fees
Also brokered by McGriff5
El Camino Hospital CA$1,115,318

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 942474359 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.