| Plan Name | BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN |
| Plan identification number | 502 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
|
| Company Name: | BANK OF THE SIERRA |
| Employer identification number (EIN): | 942431437 |
| NAIC Classification: | 522110 |
| NAIC Description: | Commercial Banking |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 502 | 2021-04-01 | ||||
| 502 | 2021-04-01 | DEANNA SPITZER | |||
| 502 | 2020-04-01 | ||||
| 502 | 2017-04-01 | DEANNA SPITZER | DEANNA SPITZER | 2018-10-13 | |
| 502 | 2016-04-01 | DEANNA SPITZER | DEANNA SPITZER | 2017-09-22 | |
| 502 | 2015-04-01 | DEANNA SPITZER | DEANNA SPITZER | 2016-10-05 | |
| 502 | 2014-04-01 | DEANNA SPITZER | DEANNA SPITZER | 2015-10-09 | |
| 502 | 2013-04-01 | DEANNA SPITZER | DEANNA SPITZER | 2014-10-23 | |
| 502 | 2012-04-01 | DONALD SOWERS | 2013-10-17 | DONALD SOWERS | 2013-10-17 |
| 502 | 2011-04-01 | DONALD SOWERS | 2012-08-22 | DONALD SOWERS | 2012-08-22 |
| Measure | Date | Value |
|---|---|---|
| 2021: BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-04-01 | 334 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 323 |
| Total of all active and inactive participants | 2021-04-01 | 323 |
| 2020: BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-04-01 | 414 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 334 |
| Total of all active and inactive participants | 2020-04-01 | 334 |
| 2017: BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-04-01 | 307 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 388 |
| Total of all active and inactive participants | 2017-04-01 | 388 |
| 2016: BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-04-01 | 431 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 307 |
| Total of all active and inactive participants | 2016-04-01 | 307 |
| 2015: BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-04-01 | 437 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 431 |
| Total of all active and inactive participants | 2015-04-01 | 431 |
| 2014: BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-04-01 | 406 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 437 |
| Total of all active and inactive participants | 2014-04-01 | 437 |
| 2013: BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-04-01 | 411 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 406 |
| Total of all active and inactive participants | 2013-04-01 | 406 |
| 2012: BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-04-01 | 253 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 411 |
| Total of all active and inactive participants | 2012-04-01 | 411 |
| 2011: BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-04-01 | 322 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 253 |
| Total of all active and inactive participants | 2011-04-01 | 253 |
| 2021: BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN 2021 form 5500 responses | ||
|---|---|---|
| 2021-04-01 | Type of plan entity | Single employer plan |
| 2021-04-01 | Plan funding arrangement – Insurance | Yes |
| 2021-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN 2020 form 5500 responses | ||
| 2020-04-01 | Type of plan entity | Single employer plan |
| 2020-04-01 | Plan funding arrangement – Insurance | Yes |
| 2020-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN 2017 form 5500 responses | ||
| 2017-04-01 | Type of plan entity | Single employer plan |
| 2017-04-01 | Plan funding arrangement – Insurance | Yes |
| 2017-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN 2016 form 5500 responses | ||
| 2016-04-01 | Type of plan entity | Single employer plan |
| 2016-04-01 | Plan funding arrangement – Insurance | Yes |
| 2016-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN 2015 form 5500 responses | ||
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Plan funding arrangement – Insurance | Yes |
| 2015-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN 2014 form 5500 responses | ||
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | Plan funding arrangement – Insurance | Yes |
| 2014-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN 2013 form 5500 responses | ||
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Plan funding arrangement – Insurance | Yes |
| 2013-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN 2012 form 5500 responses | ||
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Plan funding arrangement – Insurance | Yes |
| 2012-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: BANK OF THE SIERRA CONSOLIDATED EMPLOYEE BENEFIT PLAN 2011 form 5500 responses | ||
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Plan funding arrangement – Insurance | Yes |
| 2011-04-01 | Plan benefit arrangement – Insurance | Yes |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) | |
| Policy contract number | 95546 |
| Policy instance | 14 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) | |
| Policy contract number | 605528 |
| Policy instance | 1 |
| PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 ) | |
| Policy contract number | 915 |
| Policy instance | 2 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) | |
| Policy contract number | 30003043 |
| Policy instance | 3 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60049 ) | |
| Policy contract number | E9679390 |
| Policy instance | 4 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | 000010216112 |
| Policy instance | 5 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 ) | |
| Policy contract number | 280406 |
| Policy instance | 6 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) | |
| Policy contract number | 225910 |
| Policy instance | 7 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | 25482 |
| Policy instance | 8 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) | |
| Policy contract number | 38567 |
| Policy instance | 13 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) | |
| Policy contract number | 38597 |
| Policy instance | 12 |
| PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 ) | |
| Policy contract number | 204145 |
| Policy instance | 11 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | 10255662 |
| Policy instance | 10 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | 10216111 |
| Policy instance | 9 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) | |
| Policy contract number | 95546 |
| Policy instance | 14 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) | |
| Policy contract number | 38567 |
| Policy instance | 13 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) | |
| Policy contract number | 38597 |
| Policy instance | 12 |
| PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 ) | |
| Policy contract number | 204145 |
| Policy instance | 11 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | 10255662 |
| Policy instance | 10 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) | |
| Policy contract number | 605528 |
| Policy instance | 1 |
| PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 ) | |
| Policy contract number | 915 |
| Policy instance | 2 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) | |
| Policy contract number | 30003043 |
| Policy instance | 3 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60049 ) | |
| Policy contract number | E9679390 |
| Policy instance | 4 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | 000010216112 |
| Policy instance | 5 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 ) | |
| Policy contract number | 280406 |
| Policy instance | 6 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) | |
| Policy contract number | 225910 |
| Policy instance | 7 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | 25482 |
| Policy instance | 8 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | 10216111 |
| Policy instance | 9 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) | |
| Policy contract number | 225910-0000 |
| Policy instance | 2 |
| PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 ) | |
| Policy contract number | 915 |
| Policy instance | 3 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) | |
| Policy contract number | 30003043 |
| Policy instance | 4 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60049 ) | |
| Policy contract number | E9679390 |
| Policy instance | 5 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | 000010216112 |
| Policy instance | 6 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 ) | |
| Policy contract number | 280406 |
| Policy instance | 7 |
| BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) | |
| Policy contract number | 280406 |
| Policy instance | 8 |
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) | |
| Policy contract number | V0975 |
| Policy instance | 1 |