Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$154K
- Long-term disability$46K
- Other$9K
Sponsor portfolioTH
BANK OF STOCKTON
EIN 94-0902780bankingLatest filing 2025
Plans
2
Retirement
1
$61.4M assets
Welfare
1
$209K premiums
Participants
1,129
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $209K premiums / 1,025 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BANK OF STOCKTON 401(K) PLAN AND TRUST
401k
Assets$61.4M
Participants569
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
BANK OF STOCKTON GROUP HEALTH PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$209K
Covered lives1,025
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BANK OF STOCKTON 401(K) PLAN AND TRUST | 401k | $61.4M | 569 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans