Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.9M
- Prescription drug$2.9M
- Dental$2.1M
- Vision$2.1M
- Other$249K
- Life$179K
- +2 more
Filings through .
Calprivate Bank
EIN 75-3215795bankingLatest filing 2025
Plans
2
Retirement
1
$28.3M assets
Health & Benefits
1
$3.2M premiums
Participants
536
9404 GENESEE AVENUE, SUITE 100 - LA JOLLA, CA 92037858-875-8941calprivate.bankLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $3.2M premiums / 255 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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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
CALPRIVATE BANK 401(K) PLAN
401(k)
Assets$28.3M
Participants296
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CALPRIVATE BANK HEALTH & WELFARE PLAN
Fully insured - CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)
Premiums$3.2M
Covered lives255
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CALPRIVATE BANK 401(K) PLAN | 401(k) | $28.3M | 296 | 2025 |
- #001 · 401(k) · 2025296
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CALPRIVATE BANK HEALTH & WELFARE PLAN | Fully insured | CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | $3.2M | 255 | 2025 |
- #501 · Fully insured · CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) · 2025255
Retirement plans
Health & Benefits plans