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Sponsor portfolio

WEST COAST COMMUNITY BANK

EIN 13-4265907-Latest filing 2025
Plans
2
Retirement
1
$18.8M assets
Welfare
1
$921K premiums
Participants
481
75 RIVER ST. - SANTA CRUZ, CA 95060831-457-5003workforcescc.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$18.8M - 257 part#501Fully Insured-$921K - 409 lives

Benefits portfolio analytics

1 plan / $921K premiums / 409 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$503K
  • Prescription drug$503K
  • Dental$417K
  • Vision$417K
  • Life$417K
  • Short-term disability$417K
  • +2 more
Total $921K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • KAISER FOUNDATION HEALTH PLAN INC55%
  • PRINCIPAL LIFE INSURANCE COMPANY45%
Total $921K2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • DIGITAL INSURANCE LLC75%
  • CENTRO BENEFITS RESEARCH LLC17%
  • AMWINS8%
Total $109K3 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

SANTA CRUZ COUNTY BANK RETIREMENT TRUST

401k

Assets$18.8M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEST COAST COMMUNITY BANK HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$921K
Covered lives409
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SANTA CRUZ COUNTY BANK RETIREMENT TRUST401k$18.8M2572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEST COAST COMMUNITY BANK HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$921K4092025
Retirement plans
Welfare plans
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