Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$154K
- Long-term disability$46K
- Other$9K
Filings through .
Top hat
Bank of Stockton
EIN 94-0902780bankingLatest filing 2025
Plans
2
Retirement
1
$69.9M assets
Health & Benefits
1
$209K premiums
Participants
1,093
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $209K premiums / 1,025 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
BANK OF STOCKTON 401(K) PLAN AND TRUST
401(k)
Assets$69.9M
Participants533
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
BANK OF STOCKTON GROUP HEALTH PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$209K
Covered lives1,025
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BANK OF STOCKTON 401(K) PLAN AND TRUST | 401(k) | $69.9M | 533 | 2025 |
- #002 · 401(k) · 2025533
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | BANK OF STOCKTON GROUP HEALTH PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $209K | 1,025 | 2025 |
- #504 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 20251,025
Retirement plans
Health & Benefits plans