Form 5500 · Employee benefit plan · OAKLAND, CA
BENEFICIAL STATE BANK, INC.
BENEFICIAL STATE BANK, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is THE BALDWIN GROUP WEST LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 4 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-3814367 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 269 | June | $65,486 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 74 | June | $35,762 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 37 | June | $15,454 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 27 | June | $12,154 |
| CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | Health | 319 | June | $0 |
Questions
Who is BENEFICIAL STATE BANK, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, BENEFICIAL STATE BANK, INC.'s broker of record is THE BALDWIN GROUP WEST LLC.
What insurance carrier does BENEFICIAL STATE BANK, INC. use?
BENEFICIAL STATE BANK, INC.'s benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 5 disclosed carriers.
When does BENEFICIAL STATE BANK, INC.'s group plan renew?
The most recent Schedule A policy period for BENEFICIAL STATE BANK, INC. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BENEFICIAL STATE BANK, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.