401k Plan data: STE. MICHELLE WINE ESTATES HEALTH & WELFARE BENEFIT PLAN plan

STE. MICHELLE WINE ESTATES HEALTH & WELFARE BENEFIT PLAN 401k Plan overview

Plan Name	STE. MICHELLE WINE ESTATES HEALTH & WELFARE BENEFIT PLAN
Plan identification number	502

STE. MICHELLE WINE ESTATES HEALTH & WELFARE BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

STE. MICHELLE WINE ESTATES LLC has sponsored the creation of one or more 401k plans.

Company Name: STE. MICHELLE WINE ESTATES LLC

Employer identification number (EIN): 910897041

NAIC Classification: 312130
NAIC Description: Wineries

Additional information about STE. MICHELLE WINE ESTATES LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1973-01-02

Company Identification Number: 600099424

Legal Registered Office Address: 711 CAPITOL WAY S STE 204

OLYMPIA
United States of America (USA)
985011267

More information about STE. MICHELLE WINE ESTATES LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STE. MICHELLE WINE ESTATES HEALTH & WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2022-01-01 MICHELLE VERRET-SULLIVAN 2023-09-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
502	2022-01-01	MICHELLE VERRET-SULLIVAN	2023-09-18

Plan Statistics for STE. MICHELLE WINE ESTATES HEALTH & WELFARE BENEFIT PLAN

401k plan membership statisitcs for STE. MICHELLE WINE ESTATES HEALTH & WELFARE BENEFIT PLAN

Measure Date Value
2022: STE. MICHELLE WINE ESTATES HEALTH & WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 867
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,005
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 40
Total of all active and inactive participants 2022-01-01 1,050
Number of employers contributing to the scheme 2022-01-01 0

Measure	Date	Value
2022: STE. MICHELLE WINE ESTATES HEALTH & WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	867
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,005
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	40
Total of all active and inactive participants	2022-01-01	1,050
Number of employers contributing to the scheme	2022-01-01	0

Form 5500 Responses for STE. MICHELLE WINE ESTATES HEALTH & WELFARE BENEFIT PLAN

2022: STE. MICHELLE WINE ESTATES HEALTH & WELFARE BENEFIT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	First time form 5500 has been submitted	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

894997G

Policy instance

Insurance contract or identification number	894997G
Number of Individuals Covered	1120
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $66,925
Total amount of fees paid to insurance company	USD $5,776
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $669,244
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $66,925
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	BONUS

NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )

Policy contract number

GTP 0009159076

Policy instance

Insurance contract or identification number	GTP 0009159076
Number of Individuals Covered	1005
Insurance policy start date	2021-10-01
Insurance policy end date	2022-09-30
Total amount of commissions paid to insurance broker	USD $1,153
Total amount of fees paid to insurance company	USD $0
Other welfare benefits provided	BUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to Carrier	USD $5,765
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $1,153
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

HEALTH ADVOCATE, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

Policy instance

Insurance contract or identification number	00
Number of Individuals Covered	1082
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Other welfare benefits provided	INFERTILITY,CORE ADVOCACY
Welfare Benefit Premiums Paid to Carrier	USD $16,374
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

EVERNORTH CARE SOLUTIONS, INC (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

5372

Policy instance

Insurance contract or identification number	5372
Number of Individuals Covered	2755
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Other welfare benefits provided	EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $25,258
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	STE. MICHELLE WINE ESTATES LLC
Employer identification number (EIN):	910897041
NAIC Classification:	312130
NAIC Description:	Wineries

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1973-01-02
Company Identification Number:	600099424
Legal Registered Office Address:	711 CAPITOL WAY S STE 204 OLYMPIA United States of America (USA) 985011267