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Form 5500 · Employee benefit plan · SANTA ROSA, CA

SUMMIT STATE BANK

Public Form 5500 records show how SUMMIT STATE BANK of SANTA ROSA, CA, a finance and insurance employer, structures its employee benefits. Its broker of record is ACRISURE WEST INS SERVICES. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2878925 · plan 501 · as of Aug 2026

Participants
104
Carriers on file
6
Disclosed commissions
$97,890
Renewal month
December

Plan brief

Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with KAISER FOUNDATION HEALTH PLAN, INC., covers 104 people.

Reported premium across the insured contracts is $1,374,123, with $97,890 in disclosed broker commissions — about 7.1% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

ACRISURE WEST INS SERVICES is the broker of record on 2 of the 6 contracts; the rest name a different broker or none.

5 carriers appear on the filing — KAISER FOUNDATION HEALTH PLAN, INC., CIGNA HEALTH AND LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and UNITED OF OMAHA LIFE INSURANCE COMPANY among them — with KAISER FOUNDATION HEALTH PLAN, INC. writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth52December$329,156$69,155
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATESDental100December$130,345$12,952
KAISER FOUNDATION HEALTH PLAN, INC.Health104December$861,844$12,104
UNITED OF OMAHA LIFE INSURANCE COMPANYLife106December$22,413$2,241
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability104December$14,380$1,438
VISION SERVICE PLANVision95December$15,985$0

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