Form 5500 · Employee benefit plan · TEMECULA, CA
WILSON CREEK WINERY & VINEYARDS, INC.
Public Form 5500 records show how WILSON CREEK WINERY & VINEYARDS, INC. (TEMECULA, CA) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through CALIFORNIA PHYSICIANS SERVICE and 5 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 90-0210427 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CALIFORNIA PHYSICIANS SERVICE | Health | 68 | November | $32,894 |
| UNITED CONCORDIA INSUARANCE COMPANY | Dental | 47 | November | $2,863 |
| HARTFORD LIFE AND ACCIDENT | Life | 103 | November | $987 |
| STANDARD INSURANCE COMPANY | Vision | 54 | November | $718 |
| HEALTH AND HUMAN RESOURCE CENTER | — | 226 | November | $440 |
| UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | Dental | 19 | November | $393 |
Questions
Who is WILSON CREEK WINERY & VINEYARDS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, WILSON CREEK WINERY & VINEYARDS, INC.'s broker of record is MARSH & MCLENNAN AGENCY, LLC.
What insurance carrier does WILSON CREEK WINERY & VINEYARDS, INC. use?
WILSON CREEK WINERY & VINEYARDS, INC.'s benefit plan is written through CALIFORNIA PHYSICIANS SERVICE, among 6 disclosed carriers.
When does WILSON CREEK WINERY & VINEYARDS, INC.'s group plan renew?
The most recent Schedule A policy period for WILSON CREEK WINERY & VINEYARDS, INC. ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WILSON CREEK WINERY & VINEYARDS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.