Form 5500 · Employee benefit plan · ST. HELENA, CA
JOSEPH PHELPS VINEYARDS
Public Form 5500 records show how JOSEPH PHELPS VINEYARDS (ST. HELENA, CA) structures its employee benefits. 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 December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3346469 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 115 | December | $64,738 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 95 | December | $58,902 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Vision, Life, Disability | 141 | December | $10,866 |
Questions
Who is JOSEPH PHELPS VINEYARDS's benefits broker?
Per its most recent Form 5500 Schedule A, JOSEPH PHELPS VINEYARDS's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does JOSEPH PHELPS VINEYARDS use?
JOSEPH PHELPS VINEYARDS's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 3 disclosed carriers.
When does JOSEPH PHELPS VINEYARDS's group plan renew?
The most recent Schedule A policy period for JOSEPH PHELPS VINEYARDS ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from JOSEPH PHELPS VINEYARDS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.