Form 5500 · Employee benefit plan · WALNUT CREEK, CA
UNITED BUSINESS BANK
Public Form 5500 records show how UNITED BUSINESS BANK (WALNUT CREEK, CA) structures its employee benefits. Its broker of record is EXPERTQUOTE, INC.. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 4 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-0910111 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 305 | November | $100,640 |
| BLUE CROSS OF CALIFORNIA | Health | 173 | November | $31,829 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental, Life, Disability | 330 | November | $21,978 |
| VISION SERVICE PLAN | Vision | 291 | November | $1,762 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 11 | December | $280 |
Questions
Who is UNITED BUSINESS BANK's benefits broker?
Per its most recent Form 5500 Schedule A, UNITED BUSINESS BANK's broker of record is EXPERTQUOTE, INC..
What insurance carrier does UNITED BUSINESS BANK use?
UNITED BUSINESS BANK's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 5 disclosed carriers.
When does UNITED BUSINESS BANK's group plan renew?
The most recent Schedule A policy period for UNITED BUSINESS BANK ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from UNITED BUSINESS BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.