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Form 5500 · Employee benefit plan · OAKVILLE, CA

OPUS ONE WINERY LLC

Public Form 5500 records show how OPUS ONE WINERY LLC (OAKVILLE, CA) structures its employee benefits. Its broker of record is WELSON KERR. Coverage is written through CALIFORNIA PHYSICIANS SERVICE and 6 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0235610 · plan 501 · as of Jul 2026

Participants
99
Carriers on file
7
Disclosed commissions
$79,900
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CALIFORNIA PHYSICIANS SERVICEHealth258December$54,183
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life, Disability276December$18,606
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth, Dental4December$4,426
DELAWARE AMERICAN LIFE INSURANCE OF AMERICALife, Disability4December$1,654
BLUE SHIELD OF CALIFORNIA LIFE HEALTH INSURANCE COMPANYLife108December$842
LIFE INSURANCE COMPANY OF NORTH AMERICALife, Disability4December$189
CLAREMONT BEHAVIORAL SERVICES, INC.122December$0

Questions

Who is OPUS ONE WINERY LLC's benefits broker?

Per its most recent Form 5500 Schedule A, OPUS ONE WINERY LLC's broker of record is WELSON KERR.

What insurance carrier does OPUS ONE WINERY LLC use?

OPUS ONE WINERY LLC's benefit plan is written through CALIFORNIA PHYSICIANS SERVICE, among 7 disclosed carriers.

When does OPUS ONE WINERY LLC's group plan renew?

The most recent Schedule A policy period for OPUS ONE WINERY LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from OPUS ONE WINERY LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.