Form 5500 · Employee benefit plan · SANTA BARBARA, CA
MONTECITO BANK & TRUST
Public Form 5500 records show how MONTECITO BANK & TRUST (SANTA BARBARA, CA) structures its employee benefits. Its broker of record is ALLIANT INSURANCE SERVICES, INC.. Coverage is written through SYMETRA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2900153 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SYMETRA LIFE INSURANCE COMPANY | Life, Disability | 267 | May | $12,836 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental, Vision | 227 | May | $11,160 |
| CALIFORNIA PHYSICIANS SERVICE | Health | 401 | May | $0 |
Questions
Who is MONTECITO BANK & TRUST's benefits broker?
Per its most recent Form 5500 Schedule A, MONTECITO BANK & TRUST's broker of record is ALLIANT INSURANCE SERVICES, INC..
What insurance carrier does MONTECITO BANK & TRUST use?
MONTECITO BANK & TRUST's benefit plan is written through SYMETRA LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does MONTECITO BANK & TRUST's group plan renew?
The most recent Schedule A policy period for MONTECITO BANK & TRUST ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MONTECITO BANK & TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.