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TRADITION CAPITAL BANK

EIN 20-3063093-banking-Latest filing 2025
Plans
5
Retirement
1
$20.4M assets
Welfare
4
$2.1M premiums
Participants
766
7601 FRANCE AVENUE SOUTH, STE 140 - EDINA, MN 55435952-806-6622tradition.bankLinkedIn51-200 employeesbanking
Plans on this EIN
5 filings
#001401k-$20.4M - 172 part#503Fully Insured-$2.1M - 188 lives#501Fully Insured-$82K - 154 lives#504Fully Insured-$710 - 178 lives#502Self Funded-0 lives

Benefits portfolio analytics

4 plans / $2.1M premiums / 520 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$2.1M
  • Health$2.1M
  • Life$82K
  • Long-term disability$82K
  • Other$82K
Total $2.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $74K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRADITION CAPITAL BANK 401(K) PLAN

401k

Assets$20.4M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

TRADITION CAPITAL BANK MEDICAL PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MINNESOTA

Premiums$2.1M
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

TRADITION CAPITAL BANK LIFE & DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$82K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

TRADITION CAPITAL BANK VISION PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$710
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

TRADITION CAPITAL BANK DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRADITION CAPITAL BANK 401(K) PLAN401k$20.4M1722024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
503TRADITION CAPITAL BANK MEDICAL PLANFully InsuredBLUE CROSS BLUE SHIELD OF MINNESOTA$2.1M1882025
501TRADITION CAPITAL BANK LIFE & DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$82K1542025
504TRADITION CAPITAL BANK VISION PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$7101782025
502TRADITION CAPITAL BANK DENTAL PLANSelf Funded-$002025
Retirement plans
Welfare plans
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