PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. COMMUNITY WEST BANK
Sponsor portfolioTH

COMMUNITY WEST BANK

EIN 94-2589722-Latest filing 2025
Plans
2
Retirement
1
$44.5M assets
Welfare
1
$5.3M premiums
Participants
765
7100 NORTH FINANCIAL DRIVE, SUITE 101 - FRESNO, CA 93720559-298-1775
Plans on this EIN
2 filings
#001401k-$44.5M - 433 part#501Mixed-$5.3M - 620 lives

Benefits portfolio analytics

1 plan / $5.3M premiums / 620 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.7M
  • Prescription drug$1.2M
  • Dental$427K
  • Vision$427K
  • Other$160K
  • Life$66K
  • +1 more
Total $5.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • BLUE CROSS OF CALIFORNIA66%
  • KAISER FOUNDATION HEALTH PLAN INC22%
  • ANTHEM LIFE INSURANCE COMPANY8%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • ALLSTATE0%
Total $5.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • DIGITAL INSURANCE LLC74%
  • STEVENS RANDOLPH25%
  • MERETHE DYER0%
  • NORA FERRANNINI0%
  • MFG RETIREMENT SYSTEMS INC0%
  • +1 more
Total $4K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COMMUNITY WEST BANK RETIREMENT PLAN

401k

Assets$44.5M
Participants433
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY WEST BANK WELFARE BENEFIT PLAN

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$5.3M
Covered lives620
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY WEST BANK RETIREMENT PLAN401k$44.5M4332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY WEST BANK WELFARE BENEFIT PLANMixedBLUE CROSS OF CALIFORNIA$5.3M6202025
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