Plan Ledger DOL Form 5500 · updated monthly

Oak Valley Community Bankbenefits

Oak Valley Community Bank Group Medical, Dental, Long Term Care & Life Plans · OAKDALE, CA · plan year 2025

Broker compensation reported · 2025
$163,510

Oak Valley Community Bank's benefits plans covered 236 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $163,510 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $693 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 30% from $125,931 in 2024.

Insurance contracts · 20256
SUTTER HEALTH PLAN · health drug hmopremiums n/a · 131 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 153 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug ppopremiums n/a · 28 covered
UNITED CONCORDIA INSURANCE COMPANY · dentalpremiums n/a · 363 covered
VISION SERVICE PLAN · visionpremiums n/a · 164 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · life ltdpremiums n/a · 246 covered
Brokers & agents paid · 20256
USI INSURANCE SERVICES LLC$52,305 · incl $416 fees
TSM INS. & FINANCIAL SERVICES, INC.$81,947
VALLEY BENEFITS INS. SERVICE$15,897
EMERSON ROGERS LLC$4,962 · incl $4,962 fees
ENROLLEASE, INC.$1
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 770262278 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.