Form 5500 · Employee benefit plan · SANTA ROSA, CA
EXCHANGE BANK
EXCHANGE BANK of SANTA ROSA, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USI INSURANCE SERVICES, LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 5 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-0463800 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 5 | October | $218 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 365 | October | $0 |
| CURALINC LLC | — | 367 | June | $0 |
| WESTERN HEALTH ADVANTAGE | Health | 102 | October | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 221 | October | $0 |
| STANDARD INSURANCE COMPANY | Dental, Vision | 308 | October | $0 |
Questions
Who is EXCHANGE BANK's benefits broker?
Per its most recent Form 5500 Schedule A, EXCHANGE BANK's broker of record is USI INSURANCE SERVICES, LLC.
What insurance carrier does EXCHANGE BANK use?
EXCHANGE BANK's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 6 disclosed carriers.
When does EXCHANGE BANK's group plan renew?
The most recent Schedule A policy period for EXCHANGE BANK ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from EXCHANGE BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.