Form 5500 · Employee benefit plan · SAN DIEGO, CA
CALIFORNIA BANK OF COMMERCE, N.A.
Public Form 5500 records show how CALIFORNIA BANK OF COMMERCE, N.A. (SAN DIEGO, CA) structures its employee benefits. Its broker of record is KESTRA INVESTMENT SERVICES LLC. Coverage is written through EMPOWER ANNUITY INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0956417 · plan 002 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | 32 | December | $3,956 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | — | 0 | December | $0 |
Questions
Who is CALIFORNIA BANK OF COMMERCE, N.A.'s benefits broker?
Per its most recent Form 5500 Schedule A, CALIFORNIA BANK OF COMMERCE, N.A.'s broker of record is KESTRA INVESTMENT SERVICES LLC.
What insurance carrier does CALIFORNIA BANK OF COMMERCE, N.A. use?
CALIFORNIA BANK OF COMMERCE, N.A.'s benefit plan is written through EMPOWER ANNUITY INSURANCE COMPANY, among 2 disclosed carriers.
When does CALIFORNIA BANK OF COMMERCE, N.A.'s group plan renew?
The most recent Schedule A policy period for CALIFORNIA BANK OF COMMERCE, N.A. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CALIFORNIA BANK OF COMMERCE, N.A.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.