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
Sponsor portfolio
CALPRIVATE BANK
EIN 75-3215795bankingLatest filing 2025
Plans
2
Retirement
1
$19.7M assets
Welfare
1
$3.2M premiums
Participants
501
9404 GENESEE AVENUE, SUITE 100 - LA JOLLA, CA 92037858-875-6900calprivate.bankLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.2M premiums / 255 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- BLUE CROSS OF CALIFORNIA67%
- KAISER FOUNDATION HEALTH PLAN INC24%
- UNUM LIFE INSURANCE COMPANY OF AMERICA9%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
98%top
- THE BALDWIN GROUP WEST LLC98%
- SHNITTKER, REED, HEADLEY2%
- CHRISTA G AUFDEMBERG INC0%
- TRACY THOMAS DBA T I GROUP0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CALPRIVATE BANK 401(K) PLAN
401k
Assets$19.7M
Participants261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CALPRIVATE BANK HEALTH & WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)
Premiums$3.2M
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALPRIVATE BANK 401(K) PLAN | 401k | $19.7M | 261 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans