Form 5500 · Employee benefit plan · HEALDSBURG, CA
RB WINE ASSOCIATES, LLC.
Public Form 5500 records show how RB WINE ASSOCIATES, LLC. (HEALDSBURG, CA) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through CALIFORNIACHOICE and 2 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8410949 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CALIFORNIACHOICE | Health | 149 | November | $114,658 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 174 | November | $35,640 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 43 | November | $822 |
Questions
Who is RB WINE ASSOCIATES, LLC.'s benefits broker?
Per its most recent Form 5500 Schedule A, RB WINE ASSOCIATES, LLC.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does RB WINE ASSOCIATES, LLC. use?
RB WINE ASSOCIATES, LLC.'s benefit plan is written through CALIFORNIACHOICE, among 3 disclosed carriers.
When does RB WINE ASSOCIATES, LLC.'s group plan renew?
The most recent Schedule A policy period for RB WINE ASSOCIATES, LLC. ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from RB WINE ASSOCIATES, LLC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.