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  2. CALIFORNIA BANK OF COMMERCE, N.A.
Sponsor portfolio

CALIFORNIA BANK OF COMMERCE, N.A.

EIN 33-0956417-banking-Latest filing 2025
Plans
2
Retirement
1
$39.6M assets
Welfare
1
$2.4M premiums
Participants
408
12265 EL CAMINO REAL, SUITE 210 - SAN DIEGO, CA 92130818-637-7059californiabankofcommerce.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#002401k-$39.6M - 408 part#501Fully Insured-$2.4M - 207 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 207 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Other$178K
  • Life$143K
  • Long-term disability$143K
  • Dental$140K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • ANTHEM LIFE INSURANCE COMPANY8%
  • STANDARD INSURANCE COMPANY4%
  • AFLAC1%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • RYAN, KYLE55%
  • REUBEN WARNER ASSOCIATES, INC.26%
  • ALL CARE INSURANCE AGENCY INC17%
  • VARIOUS - SEE ATTACHMENT2%
Total $229K4 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

CALIFORNIA BANK OF COMMERCE, NA 401(K) PROFIT SHARING PLAN

401k

Assets$39.6M
Participants408
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BANK OF SOUTHERN CALIFORNIA WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$2.4M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CALIFORNIA BANK OF COMMERCE, NA 401(K) PROFIT SHARING PLAN401k$39.6M4082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BANK OF SOUTHERN CALIFORNIA WELFARE BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$2.4M2072024
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