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Sponsor portfolioWelfare / HealthEIN 33-0956417

BANK OF SOUTHERN CALIFORNIA, N.A.

12265 EL CAMINO REAL, SUITE 210 · SAN DIEGO, CA 92130
8588474764
Plans filed
1
Years active
2021–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$2.4M
No prior year
Persons covered
207
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.4M
BANK OF SOUTHERN CALIFORNIA WELFARE BENEFIT PLAN
Fully insured207 covered·5 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.1M42.1%
Prescription drug$2.1M42.1%
Other$178K3.6%
Life$143K2.9%
Long-term disability$143K2.9%
Dental$140K2.8%
Vision$140K2.8%
Short-term disability$35K0.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRx
$2.1M86.8%11159
ANTHEM LIFE INSURANCE COMPANY
EIN 954331852
DVLLTDOth
$189K7.9%12207
STANDARD INSURANCE COMPANY
EIN 350980405
LLTDOth
$94K3.9%11198
AFLAC
EIN 570514130
STDOth
$35K1.4%1148

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
RYAN, KYLEBURBANK, CABLUE CROSS OF CALIFORNIA, STANDARD INSURANCE COMPANY, ANTHEM LIFE INSURANCE COMPANY, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$125K$0$125K54.5%1
REUBEN WARNER ASSOCIATES, INC.WESTLAKE VILLAGE, CABLUE CROSS OF CALIFORNIA, STANDARD INSURANCE COMPANY, ANTHEM LIFE INSURANCE COMPANY, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$0$60K$60K26.4%1
ALL CARE INSURANCE AGENCY INCGLENDALE, CABLUE CROSS OF CALIFORNIA, STANDARD INSURANCE COMPANY, ANTHEM LIFE INSURANCE COMPANY, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$38K$0$38K16.7%1
VARIOUS - SEE ATTACHEDCOLUMBIA, SCCONTINENTAL AMERICAN INSURANCE COMPANY$6K$0$6K2.4%1

History & trajectory

4 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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