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Sponsor portfolio

BANK OF HOPE

EIN 95-3972168-banking-Latest filing 2025
Plans
6
Retirement
4
$326.5M assets
Welfare
2
$4.7M premiums
Participants
4,676
3200 WILSHIRE BOULEVARD, SUITE 610 - LOS ANGELES, CA 90010213-251-2222bankofhope.comLinkedIn1001-5000 employeesbanking
Plans on this EIN
6 filings
#001401k-$252.5M - 1,903 part#011401k-$42.9M - 303 part#010TraditionalDB-$22.0M - 224 part#012ESOP-$9.1M - 291 part#501Mixed-$4.7M - 2,939 lives#502Self Funded-0 lives

Retirement portfolio analytics

4 plans aggregated / $326.5M assets / 2,721 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • 401(K) RETIREMENT PLAN (#001)77%
  • SAVINGS BANK 401(K) (#011)13%
  • EMPLOYEE RETIREMENT PLAN (#010)7%
  • AND RESTATED ESOP (#012)3%
Total $326.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
97%top
  • (Not disclosed)97%
  • AMBROSE ESOP ADVISORS, LLC3%
Total $326.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)1,903
  • SAVINGS BANK 401(K) (#011)303
  • AND RESTATED ESOP (#012)291
  • EMPLOYEE RETIREMENT PLAN (#010)224
Total 2,721Click row to drill in

Benefits portfolio analytics

2 plans / $4.7M premiums / 2,939 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.9M
  • Dental$1.8M
  • Other$461K
  • Life$433K
  • Long-term disability$193K
  • Vision$160K
  • +1 more
Total $4.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • ANTHEM LIFE INSURANCE COMPANY41%
  • METROPOLITAN LIFE INSURANCE COMPANY39%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA16%
  • VISION SERVICE PLAN3%
Total $4.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • CAL-KOR INSURANCE92%
  • CKFIS INC8%
Total $81K2 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

BANK OF HOPE 401(K) RETIREMENT PLAN

401k

Assets$252.5M
Participants1,903
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#011

TERRITORIAL SAVINGS BANK 401(K) PLAN

401k

Assets$42.9M
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#010

TERRITORIAL SAVINGS BANK EMPLOYEE RETIREMENT PLAN

TraditionalDB

Assets$22.0M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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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$4.7M
Covered lives2,939
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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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 #NameTypeAssetsParticipantsLatest year
001BANK OF HOPE 401(K) RETIREMENT PLAN401k$252.5M1,9032024
011TERRITORIAL SAVINGS BANK 401(K) PLAN401k$42.9M3032024
010TERRITORIAL SAVINGS BANK EMPLOYEE RETIREMENT PLANTraditionalDB$22.0M2242024
012TERRITORIAL SAVINGS BANK AMENDED AND RESTATED ESOPESOP$9.1M2912024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BANK OF HOPE WELFARE BENEFITS PLANMixedANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$4.7M2,9392025
502BANK OF HOPE FLEX PLANSelf Funded-$002025
Retirement plans
Welfare plans
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