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
Filings through .
Tradition Capital Bank
EIN 20-3063093bankingLatest filing 2025
Plans
5
Retirement
1
$24.8M assets
Health & Benefits
4
$2.1M premiums
Participants
778
7601 FRANCE AVENUE SOUTH, STE 140, SUITE 140 - EDINA, MN 55435952-806-6622tradition.bankLinkedIn51-200 employeesbanking
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Benefits portfolio analytics
4 plans / $2.1M premiums / 520 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
TRADITION CAPITAL BANK 401(K) PLAN
401(k)
Assets$24.8M
Participants184
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
TRADITION CAPITAL BANK MEDICAL PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF MINNESOTA
Premiums$2.1M
Covered lives188
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
TRADITION CAPITAL BANK LIFE & DISABILITY PLAN
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$82K
Covered lives154
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
TRADITION CAPITAL BANK VISION PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$710
Covered lives178
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
TRADITION CAPITAL BANK DENTAL PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TRADITION CAPITAL BANK 401(K) PLAN | 401(k) | $24.8M | 184 | 2025 |
- #001 · 401(k) · 2025184
Health & Benefits plans
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | TRADITION CAPITAL BANK MEDICAL PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF MINNESOTA | $2.1M | 188 | 2025 |
| #501 | TRADITION CAPITAL BANK LIFE & DISABILITY PLAN | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $82K | 154 | 2025 |
| #504 | TRADITION CAPITAL BANK VISION PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $710 | 178 | 2025 |
| #502 | TRADITION CAPITAL BANK DENTAL PLAN | Self-funded | - | $0 | 0 | 2025 |
- #503 · Fully insured · BLUE CROSS BLUE SHIELD OF MINNESOTA · 2025188
- #501 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025154
- #504 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025178
- #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans