Plan Ledger DOL Form 5500 · updated monthly

Calprivate Bankbenefits

Calprivate Bank Health & Welfare Plan · LA JOLLA, CA · plan year 2025

Broker compensation reported · 2025
$184,414

Calprivate Bank's benefits plans covered 240 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $184,414 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $768 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 3.6% from $178,065 in 2024.

Insurance contracts · 20259
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · std ltdpremiums n/a · 9 covered
UNUM INSURANCE COMPANYpremiums n/a · 69 covered
CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) · health drug dental visionpremiums n/a · 255 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 125 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 240 covered
UNUM INSURANCE COMPANYpremiums n/a · 57 covered
UNUM INSURANCE COMPANYpremiums n/a · 75 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 108 covered
Brokers & agents paid · 20254
THE BALDWIN GROUP WEST LLC$180,095 · incl $85,692 fees
SHNITTKER, REED, HEADLEY$3,619 · incl $3,619 fees
CHRISTA G AUFDEMBERG INC$673
TRACY THOMAS DBA T I GROUP$27
Also brokered by The Baldwin Group West LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 753215795 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.