Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BANK OF MARIN
EIN 68-0197989bankingLatest filing 2025
Plans
3
Retirement
2
$62.2M assets
Welfare
1
$5.3M premiums
Participants
1,247
504 REDWOOD BOULEVARD, SUITE 100 - NOVATO, CA 94947415-763-4533bankofmarin.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $62.2M assets / 940 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.3M premiums / 345 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
75%top
- KAISER FOUNDATION HEALTH PLAN INC75%
- SUTTER HEALTH PLAN12%
- WESTERN HEALTH ADVANTAGE11%
- UNITED OF OMAHA LIFE INSURANCE COMPANY2%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
94%top
- PATRIOT GROWTH INSURANCE SERVICES94%
- TOTALIS BENEFITS4%
- GALLAGHER BENEFIT SERVICES, INC.2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BANK OF MARIN 401(K) PLAN
401k
Assets$46.9M
Participants432
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BANK OF MARIN EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$15.4M
Participants508
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
BANK OF MARIN EMPLOYEE BENEFIT PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$5.3M
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BANK OF MARIN 401(K) PLAN | 401k | $46.9M | 432 | 2024 | |
| 002 | BANK OF MARIN EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $15.4M | 508 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | BANK OF MARIN EMPLOYEE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $5.3M | 345 | 2025 |
Retirement plans
Welfare plans