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Form 5500 · Employee benefit plan · NAPA, CA

ATLAS VINEYARD MANAGEMENT, LLC

Public Form 5500 records show how ATLAS VINEYARD MANAGEMENT, LLC (NAPA, CA) structures its employee benefits. Its broker of record is RELATION INSURANCE SVCS OF CA, INC.. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in February.

Benefits broker of record
Plan renews
February

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-0883500 · plan 501 · as of Jul 2026

Participants
435
Carriers on file
4
Disclosed commissions
$150,700
Renewal month
February

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision, Life496February$79,115
KAISER FOUNDATION HEALTH PLAN, INC.Health148February$55,264
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWESTHealth35February$13,854
TRANSAMERICA LIFE INSURANCE COMPANY59February$2,467

Questions

Who is ATLAS VINEYARD MANAGEMENT, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, ATLAS VINEYARD MANAGEMENT, LLC's broker of record is RELATION INSURANCE SVCS OF CA, INC..

What insurance carrier does ATLAS VINEYARD MANAGEMENT, LLC use?

ATLAS VINEYARD MANAGEMENT, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 4 disclosed carriers.

When does ATLAS VINEYARD MANAGEMENT, LLC's group plan renew?

The most recent Schedule A policy period for ATLAS VINEYARD MANAGEMENT, LLC ended in February. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ATLAS VINEYARD MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.