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  2. SB Financial Group
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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SB Financial Group

EIN 34-1395608-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$43.7M assets
Health & Benefits
1
$556K premiums
Participants
985
401 CLINTON STREET - DEFIANCE, OH 43512419-783-8911
Plans on this EIN
3 filings
#003401(k)-$37.8M - 385 part#002ESOP-$6.0M - 344 part#501Mixed-$556K - 254 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $43.7M assets / 729 participants

Assets by plan

Share of aggregate retirement assets

  • FINANCIAL GROUP 401(K) (#003)$37.8M
  • EMPLOYEE STOCK OWNERSHIP (#002)$6.0M
Total $43.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • FINANCIAL GROUP 401(K) (#003)385
  • EMPLOYEE STOCK OWNERSHIP (#002)344
Total 729Select a row to open it

Benefits portfolio analytics

1 plan / $556K premiums / 254 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$407K
  • Other$128K
  • Life$113K
  • Long-term disability$113K
  • Vision$21K
Total $556K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

SB FINANCIAL GROUP 401(K)

401(k)

Assets$37.8M
Participants385
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

SB FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.0M
Participants344
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SB FINANCIAL GROUP, INC. WELFARE BENEFIT PLAN

Mixed - MEDICAL MUTUAL OF OHIO

Premiums$556K
Covered lives254
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003SB FINANCIAL GROUP 401(K)401(k)$37.8M3852025
#002SB FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLANESOP$6.0M3442025
  • SB FINANCIAL GROUP 401(K)$37.8M
    #003 · 401(k) · 2025385
  • SB FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN$6.0M
    #002 · ESOP · 2025344

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SB FINANCIAL GROUP, INC. WELFARE BENEFIT PLANMixedMEDICAL MUTUAL OF OHIO$556K2542025
  • SB FINANCIAL GROUP, INC. WELFARE BENEFIT PLAN$556K
    #501 · Mixed · MEDICAL MUTUAL OF OHIO · 2025254
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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