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Sponsor portfolioTH

KITSAP BANK

EIN 91-0283150-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$61.9M assets
Welfare
1
$3.7M premiums
Participants
646
PO BOX 9 - PORT ORCHARD, WA 98366360-876-7892
Plans on this EIN
2 filings
#001401k-$61.9M - 386 part#501Fully Insured-$3.7M - 377 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 377 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Other$424K
  • Life$394K
  • Dental$215K
  • Long-term disability$140K
  • +1 more
Total $3.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • TRUSTMARK INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA6%
  • USABLE LIFE4%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • +2 more
Total $3.7M7 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • BROWN & BROWN INSURANCE SERVICES51%
  • USI INSURANCE SERVICES LLC24%
  • LONG TERM CARE SOLUTIONS, INC.23%
  • PATRICK N. KELLEY AND OTHER AGENTS1%
  • SHAWN MARIE BRIDGEMAN1%
  • +3 more
Total $173K8 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

KITSAP BANK 401(K) PROFIT SHARING PLAN

401k

Assets$61.9M
Participants386
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KITSAP BANK GROUP HEALTH AND WELFARE PLAN

Fully Insured - REGENCE BLUESHIELD

Premiums$3.7M
Covered lives377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KITSAP BANK 401(K) PROFIT SHARING PLAN401k$61.9M3862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KITSAP BANK GROUP HEALTH AND WELFARE PLANFully InsuredREGENCE BLUESHIELD$3.7M3772024
Retirement plans
Welfare plans
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