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  2. FARMERS & MERCHANTS BANK OF LONG BEACH
Sponsor portfolio

FARMERS & MERCHANTS BANK OF LONG BEACH

EIN 95-0726412-banking-Latest filing 2025
Plans
2
Retirement
1
$186.6M assets
Welfare
1
$10.6M premiums
Participants
1,991
302 PINE AVE - LONG BEACH, CA 90802562-499-4829fmb.comLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#001401k-$186.6M - 1,136 part#501Fully Insured-$10.6M - 1,480 lives

Benefits portfolio analytics

1 plan / $10.6M premiums / 1,480 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.9M
  • Prescription drug$7.4M
  • Dental$2.7M
  • Other$652K
  • Life$465K
  • Long-term disability$465K
  • +2 more
Total $10.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • HARTFORD LIFE AND ACCIDENT4%
  • AFLAC2%
  • VISION SERVICE PLAN1%
Total $10.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • THE BALDWIN GROUP WEST LLC87%
  • SETH JAFFE5%
  • BRADLEY STEVEN COSTILO & OTHERS2%
  • BURNHAM BENEFITS INSURANCE SERVICES2%
  • JESSICA PEREZ1%
  • +3 more
Total $276K8 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

FARMERS & MERCHANTS BANK OF LONG BEACH PROFIT SHARING AND 401(K) PLAN

401k

Assets$186.6M
Participants1,136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FARMERS & MERCHANTS BANK OF LONG BEACH EMPLOYEE MEDICAL BENEFIT PLAN

Fully Insured - CIGNA HEALTHCARE OF CALIFORNIA

Premiums$10.6M
Covered lives1,480
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FARMERS & MERCHANTS BANK OF LONG BEACH PROFIT SHARING AND 401(K) PLAN401k$186.6M1,1362025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FARMERS & MERCHANTS BANK OF LONG BEACH EMPLOYEE MEDICAL BENEFIT PLANFully InsuredCIGNA HEALTHCARE OF CALIFORNIA$10.6M1,4802025
Retirement plans
Welfare plans
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