# BENEFICIAL STATE BANK HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **BENEFICIAL STATE BANK, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | BENEFICIAL STATE BANK, INC. |
| EIN | 203814367 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | OAKLAND, CA |
| Industry | banking |
| Funding | fully insured |
| Total premiums | $4.1M |
| Participants | 271 |
| Persons covered | 319 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BLUE SHIELD OF CALIFORNIA | Health, Rx |
| KAISER PERMANENTE | Health, Rx, HMO |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, STD, LTD, Indemnity, Other |

## Brokers

| Broker | Placed with |
|---|---|
| THE BALDWIN GROUP WEST LLC | CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) |
| THE BALDWIN GROUP WEST LLC | KAISER FOUNDATION HEALTH PLAN, INC. |
| THOMPSON RISK II, LLC | KAISER FOUNDATION HEALTH PLAN, INC. |
| THE BALDWIN GROUP WEST LLC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| THE BALDWIN GROUP WEST LLC | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/203814367-501
- Cite as: PlanOptica, https://planoptica.com/welfare/203814367-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers