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Form 5500 · Employee benefit plan · NAPA, CA

WALSH VINEYARDS MANAGEMENT, INC.

WALSH VINEYARDS MANAGEMENT, INC.'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 WESTERN HEALTH ADVANTAGE and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2692019 · plan 501 · as of Jul 2026

Participants
237
Carriers on file
4
Disclosed commissions
$93,549
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
WESTERN HEALTH ADVANTAGEHealth139December$45,375
KAISER FOUNDATION HEALTH PLAN, INC.Health111December$26,205
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life, Disability181December$16,389
BLUE CROSS OF CALIFORNIAHealth9November$5,580

Questions

Who is WALSH VINEYARDS MANAGEMENT, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, WALSH VINEYARDS MANAGEMENT, INC.'s broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does WALSH VINEYARDS MANAGEMENT, INC. use?

WALSH VINEYARDS MANAGEMENT, INC.'s benefit plan is written through WESTERN HEALTH ADVANTAGE, among 4 disclosed carriers.

When does WALSH VINEYARDS MANAGEMENT, INC.'s group plan renew?

The most recent Schedule A policy period for WALSH VINEYARDS MANAGEMENT, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from WALSH VINEYARDS MANAGEMENT, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.