PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SANIBEL CAPTIVA COMMUNITY BANK
Sponsor portfolioTH

SANIBEL CAPTIVA COMMUNITY BANK

EIN 03-0426496-banking-Latest filing 2025
Plans
2
Retirement
1
$12.8M assets
Welfare
1
$165K premiums
Participants
223
9311 COLLEGE PARKWAY - FORT MYERS, FL 33919239-274-6248sancapbank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001401k-$12.8M - 112 part#501Mixed-$165K - 112 lives

Benefits portfolio analytics

1 plan / $165K premiums / 112 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$165K
  • Vision$165K
  • Life$165K
  • Long-term disability$165K
  • Other$165K
Total $165K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
  • HEALTHJOY0%
Total $165K2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • THE BALDWIN GROUP WEST LLC93%
  • WATCHTOWER BENEFITS, LLC7%
Total $30K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SANIBEL CAPTIVA COMMUNITY BANK 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$12.8M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SANIBEL CAPTIVA COMMUNITY BANK WELFARE BENEFITS PLAN

Mixed - GUARDIAN

Premiums$165K
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SANIBEL CAPTIVA COMMUNITY BANK 401(K) PROFIT SHARING PLAN AND TRUST401k$12.8M1122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SANIBEL CAPTIVA COMMUNITY BANK WELFARE BENEFITS PLANMixedGUARDIAN$165K1122025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica