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Form 5500 · Employee benefit plan · SONOMA, CA

FREIXENET SONOMA CAVES

FREIXENET SONOMA CAVES of SONOMA, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 2 other carriers. The plan's most recent policy period ended in May.

Benefits broker of record
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2851882 · plan 501 · as of Jul 2026

Participants
168
Carriers on file
3
Disclosed commissions
$78,933
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
KAISER FOUNDATION HEALTH PLAN, INC.Health110May$40,484
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Life, Disability163May$26,161
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATESDental141May$12,288

Questions

Who is FREIXENET SONOMA CAVES's benefits broker?

Per its most recent Form 5500 Schedule A, FREIXENET SONOMA CAVES's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does FREIXENET SONOMA CAVES use?

FREIXENET SONOMA CAVES's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 3 disclosed carriers.

When does FREIXENET SONOMA CAVES's group plan renew?

The most recent Schedule A policy period for FREIXENET SONOMA CAVES ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FREIXENET SONOMA CAVES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.