Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$19K
- Other$3K
Sponsor portfolioTH
CALIFORNIA BANKERS ASSOCIATION
EIN 94-0356160bankingLatest filing 2025
Plans
2
Retirement
1
$7.3M assets
Welfare
1
$22K premiums
Participants
34
1303 J STREET, SUITE 600 - SACRAMENTO, CA 95814916-438-4409westernbankers.comLinkedIn11-50 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $22K premiums / 0 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA88%
- LIFESECURE INSURANCE COMPANY11%
- MEDAMERICA1%
Broker market share
Schedule A broker compensation
0%top
- CALIFORNIA BANKERS INS./BANKER BEN.0%
- ACSIA PARTNERS LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
CALIFORNIA BANKERS ASSOCIATION
401k
Assets$7.3M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CALIFORNIA BANKERS ASSOCIATION GROUP INS. TRUST
Mewa - UNUM LIFE INSURANCE
Premiums$22K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CALIFORNIA BANKERS ASSOCIATION | 401k | $7.3M | 34 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CALIFORNIA BANKERS ASSOCIATION GROUP INS. TRUST | Mewa | UNUM LIFE INSURANCE | $22K | 0 | 2024 |
Retirement plans
Welfare plans