Form 5500 · Employee benefit plan · NOVATO, CA
BANK OF MARIN
BANK OF MARIN of NOVATO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0197989 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 345 | December | $78,542 |
| WESTERN HEALTH ADVANTAGE | Health | 67 | December | $28,579 |
| SUTTER HEALTH PLAN | Health | 62 | December | $18,677 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 307 | December | $5,098 |
| VISION SERVICE PLAN | Vision | 259 | December | $1,569 |
Questions
Who is BANK OF MARIN's benefits broker?
Per its most recent Form 5500 Schedule A, BANK OF MARIN's broker of record is PATRIOT GROWTH INSURANCE SERVICES.
What insurance carrier does BANK OF MARIN use?
BANK OF MARIN's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 5 disclosed carriers.
When does BANK OF MARIN's group plan renew?
The most recent Schedule A policy period for BANK OF MARIN ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BANK OF MARIN's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.