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  2. BANC OF CALIFORNIA, INC.
Sponsor portfolio

BANC OF CALIFORNIA, INC.

EIN 04-3639825-banking-Latest filing 2024
Plans
2
Retirement
1
$327.3M assets
Welfare
1
$27.5M premiums
Participants
4,865
3 MACARTHUR PLACE - SANTA ANA, CA 92707949-236-5406bancofcal.comLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#002401k-$327.3M - 2,918 part#502Fully Insured-$27.5M - 4,652 lives

Benefits portfolio analytics

1 plan / $27.5M premiums / 4,652 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$23.2M
  • Prescription drug$23.2M
  • Other$4.2M
  • Life$4.1M
  • Dental$3.9M
  • Vision$3.9M
  • +2 more
Total $27.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
  • COMBINED INSURANCE COMPANY OF AMERICA1%
  • ARMADACARE1%
Total $27.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • VENBROOK INSURANCE SERVICES95%
  • MAX MARTIN LINDSAY4%
  • BENEFITS AMERICA INSURANCE SERVICES1%
Total $2.0M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BANC OF CALIFORNIA, INC. 401(K) PLAN

401k

Assets$327.3M
Participants2,918
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BANC OF CALIFORNIA, INC. HEALTH & WELFARE PLAN

Fully Insured - BLUE SHIELD OF CALIFORNIA

Premiums$27.5M
Covered lives4,652
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BANC OF CALIFORNIA, INC. 401(K) PLAN401k$327.3M2,9182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BANC OF CALIFORNIA, INC. HEALTH & WELFARE PLANFully InsuredBLUE SHIELD OF CALIFORNIA$27.5M4,6522024
Retirement plans
Welfare plans
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