Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Prescription drug$1.0M
- Dental$171K
- Other$167K
- Life$104K
- Short-term disability$104K
- +2 more
Sponsor portfolioTH
FIVE STAR BANK
EIN 68-0440105Latest filing 2025
Plans
2
Retirement
1
$20.3M assets
Welfare
1
$1.4M premiums
Participants
468
3100 ZINFANDEL DRIVE, SUITE 650 - RANCHO CORDOVA, CA 95670916-265-2673
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 230 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- KAISER FOUNDATION HEALTH PLAN INC75%
- UNITED OF OMAHA LIFE INSURANCE COMPANY13%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
- SUN LIFE ASSURANCE COMPANY OF CANADA4%
- LANDMARK HEALTHPLAN0%
Broker market share
Schedule A broker compensation
99%top
- INTERWEST INSURANCE SERVICES, LLC99%
- JAMES BULOTTI, JR.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FIVE STAR BANK 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$20.3M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FIVE STAR BANK WELFARE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.4M
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIVE STAR BANK 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $20.3M | 238 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FIVE STAR BANK WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.4M | 230 | 2025 |
Retirement plans
Welfare plans