PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WESTAMERICA BANCORPORATION
Sponsor portfolioTH

WESTAMERICA BANCORPORATION

EIN 94-2156203-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$100.4M assets
Welfare
1
$5.6M premiums
Participants
3,050
4550 MANGELS BLVD, P.O. BOX 1088 - FAIRFIELD, CA 945851088707-863-6019
Plans on this EIN
3 filings
#002ESOP-$66.5M - 903 part#004ProfitSharing-$34.0M - 1,387 part#507Fully Insured-$5.6M - 963 lives

Retirement portfolio analytics

2 plans aggregated / $100.4M assets / 2,290 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • RETIREMENT PLAN (ESOP) (#002)66%
  • PROFIT SHARING PLAN (#004)34%
Total $100.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $100.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)1,387
  • RETIREMENT PLAN (ESOP) (#002)903
Total 2,290Click row to drill in

Benefits portfolio analytics

1 plan / $5.6M premiums / 963 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.0M
  • Prescription drug$2.5M
  • Dental$244K
  • Life$189K
  • Long-term disability$57K
  • Vision$45K
  • +2 more
Total $5.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • BLUE CROSS OF CALIFORNIA46%
  • KAISER FOUNDATION HEALTH PLAN INC44%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • DELTA DENTAL OF CALIFORNIA4%
  • VISION SERVICE PLAN1%
  • +1 more
Total $5.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
  • VERUS INSURANCE SERVICES, LLC0%
  • HODGES-MACE BENEFITS GRP INC0%
  • HODGE-MACE BENEFITS GROUP0%
Total $752K4 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

WESTAMERICA BANCORPORATION TAX DEFERRED SAVINGS/ RETIREMENT PLAN (ESOP)

ESOP

Assets$66.5M
Participants903
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

WESTAMERICA BANCORPORATION TAX-DEFERRED PROFIT SHARING PLAN

ProfitSharing

Assets$34.0M
Participants1,387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

COMBINED HEALTH AND WELFARE PLAN OF WESTAMERICA BANCORPORATION

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$5.6M
Covered lives963
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WESTAMERICA BANCORPORATION TAX DEFERRED SAVINGS/ RETIREMENT PLAN (ESOP)ESOP$66.5M9032025
004WESTAMERICA BANCORPORATION TAX-DEFERRED PROFIT SHARING PLANProfitSharing$34.0M1,3872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507COMBINED HEALTH AND WELFARE PLAN OF WESTAMERICA BANCORPORATIONFully InsuredBLUE CROSS OF CALIFORNIA$5.6M9632025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica