Form 5500 · Employee benefit plan · WOODINVILLE, WA
STE. MICHELLE WINE ESTATES
STE. MICHELLE WINE ESTATES's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through HARTFORD LIFE AND ACCIDENT and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-0897041 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 538 | December | $52,478 |
| METLIFE LEGAL PLANS | — | 65 | December | $2,020 |
| NATIONAL UNION FIRE INS. CO. OF PITTSBURGH | — | 878 | September | $1,153 |
| HEALTH ADVOCATE SOLUTIONS INC. | — | 608 | December | $0 |
| EVERNORTH CARE SOLUTIONS, INC. | — | 2,063 | December | $0 |
Questions
Who is STE. MICHELLE WINE ESTATES's benefits broker?
Per its most recent Form 5500 Schedule A, STE. MICHELLE WINE ESTATES's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does STE. MICHELLE WINE ESTATES use?
STE. MICHELLE WINE ESTATES's benefit plan is written through HARTFORD LIFE AND ACCIDENT, among 5 disclosed carriers.
When does STE. MICHELLE WINE ESTATES's group plan renew?
The most recent Schedule A policy period for STE. MICHELLE WINE ESTATES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from STE. MICHELLE WINE ESTATES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.