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Sponsor portfolioTH

FARMERS AND MERCHANTS BANK OF CENTRAL CALIFORNIA

EIN 94-0467440-banking-Latest filing 2025
Plans
2
Retirement
1
$90.0M assets
Welfare
1
$7.4M premiums
Participants
912
121 WEST PINE STREET - LODI, CA 95240209-367-2336fmbonline.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#002401k-$90.0M - 493 part#503Fully Insured-$7.4M - 741 lives

Benefits portfolio analytics

1 plan / $7.4M premiums / 741 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.5M
  • Prescription drug$6.5M
  • Dental$611K
  • Other$145K
  • Life$136K
  • Long-term disability$65K
  • +1 more
Total $7.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • CALIFORNIA PHYSICIANS SERVICE48%
  • KAISER FOUNDATION HEALTH PLAN INC40%
  • DELTA DENTAL OF CALIFORNIA8%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK3%
  • VISION SERVICE PLAN1%
  • +1 more
Total $7.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • WOODRUFF-SAWYER & CO80%
  • DISABILITY RMS10%
  • RICHARD PAULSEN5%
  • KRISTIN KELLY5%
Total $287K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FARMERS & MERCHANTS BANK OF CENT CA INTEGRATED PSP

401k

Assets$90.0M
Participants493
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

FARMERS AND MERCHANTS BANK OF CENTRAL CALIFORNIA

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE

Premiums$7.4M
Covered lives741
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FARMERS & MERCHANTS BANK OF CENT CA INTEGRATED PSP401k$90.0M4932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503FARMERS AND MERCHANTS BANK OF CENTRAL CALIFORNIAFully InsuredCALIFORNIA PHYSICIANS' SERVICE$7.4M7412025
Retirement plans
Welfare plans
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