Form 5500 · Employee benefit plan · LOS ANGELES, CA
OPEN BANK
OPEN BANK's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is BOLTON INSURANCE SERVICES LLC. Coverage is written through BLUE CROSS OF CALIFORNIA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-2274763 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health, Dental, Vision | 515 | December | $183,032 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 228 | December | $9,479 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 67 | December | $5,081 |
Questions
Who is OPEN BANK's benefits broker?
Per its most recent Form 5500 Schedule A, OPEN BANK's broker of record is BOLTON INSURANCE SERVICES LLC.
What insurance carrier does OPEN BANK use?
OPEN BANK's benefit plan is written through BLUE CROSS OF CALIFORNIA, among 3 disclosed carriers.
When does OPEN BANK's group plan renew?
The most recent Schedule A policy period for OPEN BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OPEN BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.