Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.9M
- Prescription drug$2.9M
- Dental$548K
- Life$548K
- Short-term disability$548K
- Long-term disability$548K
- +2 more
Sponsor portfolioTH
UNITED BUSINESS BANK
EIN 20-0910111bankingLatest filing 2025
Plans
2
Retirement
1
$30.5M assets
Welfare
1
$3.5M premiums
Participants
763
500 YGNACIO VALLEY ROAD, SUITE 200 - WALNUT CREEK, CA 94596209-955-8736unitedbusinessbank.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.5M premiums / 330 covered livesCarrier market share
Premium dollars by Schedule A carrier
44%top
- KAISER FOUNDATION HEALTH PLAN INC44%
- BLUE CROSS OF CALIFORNIA39%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY16%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
71%top
- EXPERTQUOTE, INC.71%
- BEERE & PURVES INC16%
- ARCHON LLC13%
- ENROLLEASE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNITED BUSINESS BANK 401(K) PLAN
401k
Assets$30.5M
Participants433
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNITED BUSINESS BANK HEALTH AND WELFARE
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$3.5M
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNITED BUSINESS BANK 401(K) PLAN | 401k | $30.5M | 433 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNITED BUSINESS BANK HEALTH AND WELFARE | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $3.5M | 330 | 2025 |
Retirement plans
Welfare plans