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Sponsor portfolioTH

CALIFORNIA BANK OF COMMERCE

EIN 20-4302114-banking-Latest filing 2024
Plans
2
Retirement
1
$22.5M assets
Welfare
1
$2.0M premiums
Participants
291
2999 OAK ROAD, SUITE 910 - WALNUT CREEK, CA 94597925-444-2985californiabankofcommerce.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#001401k-$22.5M - 176 part#501Fully Insured-$2.0M - 109 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 109 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Dental$180K
  • Vision$180K
  • Life$53K
  • Long-term disability$26K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • BLUE CROSS OF CALIFORNIA54%
  • KAISER FOUNDATION HEALTH PLAN INC32%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $125K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CALIFORNIA BANK OF COMMERCE PROFIT SHARING 401(K) PLAN

401k

Assets$22.5M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALIFORNIA BANK OF COMMERCE HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$2.0M
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALIFORNIA BANK OF COMMERCE PROFIT SHARING 401(K) PLAN401k$22.5M1762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALIFORNIA BANK OF COMMERCE HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$2.0M1092024
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