Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BANK OF HOPE
EIN 95-3972168bankingLatest filing 2024
Plans
6
Retirement
4
$326.5M assets
Welfare
2
$3.9M premiums
Participants
4,455
3200 WILSHIRE BLVD., SUITE 610 - LOS ANGELES, CA 90010213-639-1700bankofhope.comLinkedIn1001-5000 employeesbanking
Retirement portfolio analytics
4 plans aggregated / $326.5M assets / 2,721 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
97%top
- (Not disclosed)97%
- AMBROSE ESOP ADVISORS, LLC3%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $3.9M premiums / 2,899 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.7M
- Dental$1.4M
- Other$414K
- Life$389K
- Long-term disability$175K
- Vision$162K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
43%top
- ANTHEM LIFE INSURANCE COMPANY43%
- METROPOLITAN LIFE INSURANCE COMPANY36%
- LIFE INSURANCE COMPANY OF NORTH AMERICA17%
- VISION SERVICE PLAN4%
Broker market share
Schedule A broker compensation
91%top
- CAL-KOR INSURANCE91%
- CKFIS INC9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BANK OF HOPE 401(K) RETIREMENT PLAN
401k
Assets$252.5M
Participants1,903
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011
TERRITORIAL SAVINGS BANK 401(K) PLAN
401k
Assets$42.9M
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010
TERRITORIAL SAVINGS BANK EMPLOYEE RETIREMENT PLAN
TraditionalDB
Assets$22.0M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012
TERRITORIAL SAVINGS BANK AMENDED AND RESTATED ESOP
ESOP
Assets$9.1M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BANK OF HOPE WELFARE BENEFITS PLAN
Mixed - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY
Premiums$3.9M
Covered lives2,899
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
BANK OF HOPE FLEX PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BANK OF HOPE 401(K) RETIREMENT PLAN | 401k | $252.5M | 1,903 | 2024 | |
| 011 | TERRITORIAL SAVINGS BANK 401(K) PLAN | 401k | $42.9M | 303 | 2024 | |
| 010 | TERRITORIAL SAVINGS BANK EMPLOYEE RETIREMENT PLAN | TraditionalDB | $22.0M | 224 | 2024 | |
| 012 | TERRITORIAL SAVINGS BANK AMENDED AND RESTATED ESOP | ESOP | $9.1M | 291 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BANK OF HOPE WELFARE BENEFITS PLAN | Mixed | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $3.9M | 2,899 | 2024 | |
| 502 | BANK OF HOPE FLEX PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans