Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Prescription drug$3.3M
- Dental$538K
- Vision$538K
- Life$538K
- Short-term disability$538K
- +2 more
Sponsor portfolioTH
POPPY BANK
EIN 20-1904513bankingLatest filing 2025
Plans
2
Retirement
1
$16.6M assets
Welfare
1
$3.8M premiums
Participants
536
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.8M premiums / 472 covered livesCarrier market share
Premium dollars by Schedule A carrier
44%top
- KAISER FOUNDATION HEALTH PLAN INC44%
- CALIFORNIA PHYSICIANS SERVICE42%
- PRINCIPAL LIFE INSURANCE COMPANY14%
Broker market share
Schedule A broker compensation
87%top
- PATRIOT GROWTH INSURANCE SERVICES87%
- CENTERSTONE INSURANCE AND FINANCIAL12%
- TOTALIS BENEFITS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
POPPY BANK 401(K) RETIREMENT PLAN
401k
Assets$16.6M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
POPPY BANK HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$3.8M
Covered lives472
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | POPPY BANK 401(K) RETIREMENT PLAN | 401k | $16.6M | 283 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | POPPY BANK HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $3.8M | 472 | 2025 |
Retirement plans
Welfare plans