Form 5500 · Employee benefit plan · LA JOLLA, CA
CALPRIVATE BANK
CALPRIVATE BANK's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is BURNHAM BENEFITS INSURANCE SERVICES. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-3215795 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 123 | December | $34,515 |
| CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | Health, Dental, Vision | 206 | December | $20,154 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 220 | December | $11,726 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | 10 | December | $11,423 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Health, Dental, Vision | 0 | December | $7,292 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 104 | December | $5,626 |
| UNUM INSURANCE COMPANY | — | 55 | December | $2,418 |
| UNUM INSURANCE COMPANY | — | 52 | December | $2,028 |
| UNUM INSURANCE COMPANY | — | 51 | December | $1,824 |
| PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD | — | 27 | December | $1,358 |
Questions
Who is CALPRIVATE BANK's benefits broker?
Per its most recent Form 5500 Schedule A, CALPRIVATE BANK's broker of record is BURNHAM BENEFITS INSURANCE SERVICES.
What insurance carrier does CALPRIVATE BANK use?
CALPRIVATE BANK's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 10 disclosed carriers.
When does CALPRIVATE BANK's group plan renew?
The most recent Schedule A policy period for CALPRIVATE BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CALPRIVATE BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.