PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BANC OF CALIFORNIA, INC.
Sponsor portfolio

BANC OF CALIFORNIA, INC.

EIN 04-3639825-banking-Latest filing 2025
Plans
2
Retirement
1
$377.7M assets
Welfare
1
$29.2M premiums
Participants
4,843
3 MACARTHUR PLACE - SANTA ANA, CA 92707949-236-5406bancofcal.comLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#002401k-$377.7M - 2,870 part#502Fully Insured-$29.2M - 3,030 lives

Benefits portfolio analytics

1 plan / $29.2M premiums / 3,030 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$24.6M
  • Prescription drug$24.6M
  • Life$4.4M
  • Other$4.3M
  • Dental$4.2M
  • Vision$4.2M
  • +2 more
Total $29.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
  • COMBINED INSURANCE COMPANY OF AMERICA1%
  • ARMADACARE0%
Total $29.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • VENBROOK INSURANCE SERVICES98%
  • MAX MARTIN LINDSAY2%
Total $2.0M2 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$377.7M
Participants2,870
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$29.2M
Covered lives3,030
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BANC OF CALIFORNIA, INC. 401(K) PLAN401k$377.7M2,8702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BANC OF CALIFORNIA, INC. HEALTH & WELFARE PLANFully InsuredBLUE SHIELD OF CALIFORNIA$29.2M3,0302025
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