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  1. Companies/
  2. Bank of Marin
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Bank of Marin

EIN 68-0197989-banking-Latest filing 2025
Plans
3
Retirement
2
$68.0M assets
Health & Benefits
1
$5.3M premiums
Participants
1,223
504 REDWOOD BOULEVARD - NOVATO, CA 94947916-231-6721bankofmarin.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#001401(k)-$51.6M - 425 part#002ESOP-$16.4M - 491 part#503Mixed-$5.3M - 345 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $68.0M assets / 916 participants

Assets by plan

Share of aggregate retirement assets

  • OF MARIN 401(K) (#001)$51.6M
  • EMPLOYEE STOCK OWNERSHIP (#002)$16.4M
Total $68.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)491
  • OF MARIN 401(K) (#001)425
Total 916Select a row to open it

Benefits portfolio analytics

1 plan / $5.3M premiums / 345 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.2M
  • Prescription drug$5.2M
  • Life$102K
  • Long-term disability$102K
  • Other$102K
  • Vision$37K
Total $5.3M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

BANK OF MARIN 401(K) PLAN

401(k)

Assets$51.6M
Participants425
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

BANK OF MARIN EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$16.4M
Participants491
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

BANK OF MARIN EMPLOYEE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$5.3M
Covered lives345
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BANK OF MARIN 401(K) PLAN401(k)$51.6M4252025
#002BANK OF MARIN EMPLOYEE STOCK OWNERSHIP PLANESOP$16.4M4912025
  • BANK OF MARIN 401(K) PLAN$51.6M
    #001 · 401(k) · 2025425
  • BANK OF MARIN EMPLOYEE STOCK OWNERSHIP PLAN$16.4M
    #002 · ESOP · 2025491

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503BANK OF MARIN EMPLOYEE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$5.3M3452025
  • BANK OF MARIN EMPLOYEE BENEFIT PLAN$5.3M
    #503 · Mixed · KAISER FOUNDATION HEALTH PLAN, INC. · 2025345
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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