Form 5500 · Employee benefit plan · SANTA ROSA, CA
VINTAGE WINE ESTATES
VINTAGE 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 UNITEDHEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8792279 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 486 | December | $142,937 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 506 | December | $107,904 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 1 | December | $38 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 166 | December | $0 |
Questions
Who is VINTAGE WINE ESTATES's benefits broker?
Per its most recent Form 5500 Schedule A, VINTAGE WINE ESTATES's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does VINTAGE WINE ESTATES use?
VINTAGE WINE ESTATES's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 4 disclosed carriers.
When does VINTAGE WINE ESTATES's group plan renew?
The most recent Schedule A policy period for VINTAGE 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 VINTAGE WINE ESTATES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.