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Sponsor portfolioWelfare / HealthEIN 75-3215795

CALPRIVATE BANK

9404 GENESEE AVENUE, SUITE 100 · LA JOLLA, CA 92037
8588756900
Plans filed
1
Years active
2022–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$3.2M
No prior year
Persons covered
255
No prior year
Total participants
240
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.2M
CALPRIVATE BANK HEALTH & WELFARE PLAN
Fully insured255 covered·6 carriers
Primary: CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.9M26.9%
Prescription drug$2.9M26.9%
Dental$2.1M19.9%
Vision$2.1M19.9%
Other$249K2.3%
Life$179K1.7%
Short-term disability$128K1.2%
Long-term disability$128K1.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 940360524
HRxDV
$2.1M67.3%11255
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$753K23.9%11125
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
LSTDLTDOth
$277K8.8%16240
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$1K0.0%1132

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE BALDWIN GROUP WEST LLCTAMPA, FLUNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD, KAISER FOUNDATION HEALTH PLAN, INC.$94K$86K$180K97.7%1
SHNITTKER, REED, HEADLEYPLANO, TXPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$0$4K$4K2.0%1
CHRISTA G AUFDEMBERG INCTUSTIN, CAPRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD$673$0$6730.4%1
TRACY THOMAS DBA T I GROUPANAHEIM, CAPRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD$27$0$270.0%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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