Plan Ledger DOL Form 5500 · updated monthly

Vintage Wine Estatesbenefits

Vintage Wine Estates Employee Benefits Plan · SANTA ROSA, CA · plan year 2023

Broker compensation reported · 2023
$278,033

Vintage Wine Estates's benefits plan covered 504 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $278,033 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $552 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20234
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 506 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 486 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 166 covered
Brokers & agents paid · 20232
LOCKTON COMPANIES, LLC$246,872 · incl $27,154 fees
ALTERITY BROKER SOLUTIONS, INC.$31,161
Also brokered by Lockton5
Banner Health AZ$2,557,307

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 208792279 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.