PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. COMMUNITY WEST BANK

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 77-0446957

COMMUNITY WEST BANK

445 PINE AVENUE · GOLETA, CA 93117
5592981775
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$549K
No prior year
Persons covered
330
No prior year
Total participants
135
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$549K
COMMUNITY WEST BANCSHARES WELFARE BENEFIT PLAN
Fully insured330 covered·4 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$516K58.7%
Dental$272K30.9%
Life$29K3.3%
Long-term disability$29K3.3%
Other$29K3.3%
Vision$5K0.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HD
$516K93.9%12245
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
LLTDOth
$29K5.3%11330
EYEMED VISION CARE
EIN 430949844
V
$5K0.9%11230

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WOODRUFF-SAWYER & COSAN FRANCISCO, CAAETNA LIFE INSURANCE CO., AETNA HEALTH INC., UNITEDHEALTHCARE INSURANCE COMPANY$28K$0$28K100.0%1

History & trajectory

10 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica