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Sponsor portfolioTH

MISSION BANK

EIN 77-0483168-banking-Latest filing 2025
Plans
2
Retirement
1
$11.2M assets
Welfare
1
$1.7M premiums
Participants
310
PO BOX 317 - BAKERSFIELD, CA 93302661-859-2511missionbank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001401k-$11.2M - 162 part#501Fully Insured-$1.7M - 291 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Vision$153K
  • Dental$137K
  • Other$76K
  • Life$62K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • BLUE CROSS OF CALIFORNIA60%
  • KAISER FOUNDATION HEALTH PLAN INC27%
  • STANDARD INSURANCE COMPANY8%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
  • EYEMED VISION CARE1%
  • +1 more
Total $1.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • TRUCORDIA INSURANCE SERVICES LLC63%
  • PCF INSURANCE SERVICES OF THE WEST28%
  • PROFESSIONAL GROUP PLANS INC6%
  • ANDREINI AND COMPANY2%
  • STACIE L BENDER1%
  • +3 more
Total $84K8 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

MISSION BANK 401(K) PROFIT SHARING PLAN

401k

Assets$11.2M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MISSION BANK HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.7M
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MISSION BANK 401(K) PROFIT SHARING PLAN401k$11.2M1622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MISSION BANK HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.7M2912025
Retirement plans
Welfare plans
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