Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.3M
- Prescription drug$4.3M
- Dental$437K
- Vision$437K
- Other$204K
- Life$191K
- +1 more
Sponsor portfolioTH
EXCHANGE BANK
EIN 94-0463800bankingLatest filing 2025
Plans
3
Retirement
1
$107.7M assets
Welfare
2
$5.0M premiums
Participants
1,168
PO BOX 403, 545 FOURTH STREET - SANTA ROSA, CA 95402707-524-3133exchangebank.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $5.0M premiums / 367 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- KAISER FOUNDATION HEALTH PLAN INC71%
- WESTERN HEALTH ADVANTAGE16%
- STANDARD INSURANCE COMPANY9%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
- CURALINC HEALTHCARE0%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EXCHANGE BANK SAVINGS AND PROFIT SHARING PLAN
401k
Assets$107.7M
Participants665
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EXCHANGE BANK GROUP HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$5.0M
Covered lives367
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
EXCHANGE BANK HEALTH AND WELFARE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EXCHANGE BANK SAVINGS AND PROFIT SHARING PLAN | 401k | $107.7M | 665 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EXCHANGE BANK GROUP HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $5.0M | 367 | 2025 | |
| 507 | EXCHANGE BANK HEALTH AND WELFARE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans