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Form 5500 · Employee benefit plan · SANTA ROSA, CA

FOLEY FAMILY WINES, INC.

FOLEY FAMILY WINES, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CBIZ BENEFITS & INSURANCE SERVICES. Coverage is written through ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in March.

Benefits broker of record
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-0823176 · plan 501 · as of Jul 2026

Participants
578
Carriers on file
8
Disclosed commissions
$163,879
Renewal month
March

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANYDental, Vision720March$114,137
KAISER FOUNDATION HEALTH PLAN INC.Health129March$25,428
SUTTER HEALTH PLANHealth61March$12,748
ANTHEM LIFE INSURANCE COMPANYLife659March$6,254
ANTHEM LIFE INSURANCE COMPANYDisability86March$3,129
ANTHEM LIFE INSURANCE COMPANY96March$1,654
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWESTHealth1March$289
KAISER FOUNDATION HEALTH PLAN OF WASHINGTONHealth1March$240

Questions

Who is FOLEY FAMILY WINES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, FOLEY FAMILY WINES, INC.'s broker of record is CBIZ BENEFITS & INSURANCE SERVICES.

What insurance carrier does FOLEY FAMILY WINES, INC. use?

FOLEY FAMILY WINES, INC.'s benefit plan is written through ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, among 8 disclosed carriers.

When does FOLEY FAMILY WINES, INC.'s group plan renew?

The most recent Schedule A policy period for FOLEY FAMILY WINES, INC. ended in March. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FOLEY FAMILY WINES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.