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Sponsor portfolioTH

OAK VALLEY COMMUNITY BANK

EIN 77-0262278-banking-Latest filing 2025
Plans
2
Retirement
1
$33.4M assets
Welfare
1
$2.9M premiums
Participants
505
125 NORTH THIRD AVENUE - OAKDALE, CA 95361209-844-7500ovcb.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#001401k-$33.4M - 269 part#501Fully Insured-$2.9M - 363 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 363 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Life$168K
  • Long-term disability$168K
  • Other$168K
  • Dental$158K
  • +1 more
Total $2.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • KAISER FOUNDATION HEALTH PLAN INC50%
  • SUTTER HEALTH PLAN32%
  • UNITEDHEALTHCARE INSURANCE COMPANY6%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
  • UNITED CONCORDIA INSURANCE COMPANY5%
  • +1 more
Total $2.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • TSM INSURANCE & FINANCIAL SERVICES50%
  • USI INSURANCE SERVICES LLC32%
  • VALLEY BENEFITS INSURANCE SERVICES10%
  • ASSUREDPARTNERS8%
  • ENROLLEASE0%
Total $164K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OAK VALLEY COMMUNITY BANK 401(K) PROFIT SHARING PLAN

401k

Assets$33.4M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OAK VALLEY COMMUNITY BANK GROUP MEDICAL, DENTAL, LONG TERM CARE & LIFE PLANS

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.9M
Covered lives363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAK VALLEY COMMUNITY BANK 401(K) PROFIT SHARING PLAN401k$33.4M2692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OAK VALLEY COMMUNITY BANK GROUP MEDICAL, DENTAL, LONG TERM CARE & LIFE PLANSFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$2.9M3632025
Retirement plans
Welfare plans
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