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Sponsor portfolioTH

PEOPLE'S BANK OF COMMERCE

EIN 91-1840442-financial services-Latest filing 2025
Plans
4
Retirement
2
$11.1M assets
Welfare
2
$71K premiums
Participants
632
1528 BIDDLE ROAD - MEDFORD, OR 97054541-774-7651peoplesbank.bankLinkedIn51-200 employeesfinancial services
Plans on this EIN
4 filings
#001401k-$9.2M - 188 part#002ESOP-$2.0M - 172 part#502Mixed-$71K - 193 lives#504Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $11.1M assets / 360 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • OF COMMERCE 401(K) (#001)82%
  • EMPLOYEE STOCK OWNERSHIP (#002)18%
Total $11.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF COMMERCE 401(K) (#001)188
  • EMPLOYEE STOCK OWNERSHIP (#002)172
Total 360Click row to drill in

Benefits portfolio analytics

2 plans / $71K premiums / 193 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$71K
  • Life$71K
  • Short-term disability$71K
  • Long-term disability$71K
  • Other$71K
Total $71K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $71K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HAGAN HAMILTON INSURANCE100%
Total $11K1 slice

Plan deep-dives

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

PEOPLE'S BANK OF COMMERCE 401(K) PLAN

401k

Assets$9.2M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PEOPLE'S BANK OF COMMERCE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.0M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PEOPLE'S BANK HEALTH AND WELFARE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$71K
Covered lives193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

PEOPLE'S BANK OF COMMERCE MEDICAL DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PEOPLE'S BANK OF COMMERCE 401(K) PLAN401k$9.2M1882024
002PEOPLE'S BANK OF COMMERCE EMPLOYEE STOCK OWNERSHIP PLANESOP$2.0M1722024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PEOPLE'S BANK HEALTH AND WELFARE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$71K1932025
504PEOPLE'S BANK OF COMMERCE MEDICAL DENTAL PLANSelf Funded-$002025
Retirement plans
Welfare plans
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