Sponsor portfolio

COMMUNITY WEST BANK

EIN 77-0446957Latest filing 2024

Plans

Retirement

Welfare

$549K premiums

Participants

135

445 PINE AVENUE - GOLETA, CA 93117559-298-1775

Plans on this EIN

1 filing

#502Fully Insured-$549K - 330 lives

Benefits portfolio analytics

1 plan / $549K premiums / 330 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$516K
Dental$272K
Life$29K
Long-term disability$29K
Other$29K
Vision$5K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

94%top

AETNA LIFE INSURANCE COMPANY94%
UNITEDHEALTHCARE INSURANCE COMPANY5%
EYEMED VISION CARE1%

Broker market share

Schedule A broker compensation

Single broker

100%top

WOODRUFF-SAWYER & CO100%

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.

Welfare#502

COMMUNITY WEST BANCSHARES WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$549K

Covered lives330

Inside the deep dive

Premium breakdownCarriersBrokersCoverage stats

Open plan deep dive

Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Welfare plans1

Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
502	COMMUNITY WEST BANCSHARES WELFARE BENEFIT PLAN	Fully Insured	AETNA LIFE INSURANCE CO.	$549K	330	2024

Retirement plans

Welfare plans