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Sponsor portfolioTH

SB FINANCIAL GROUP

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

Retirement portfolio analytics

2 plans aggregated / $43.7M assets / 729 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • FINANCIAL GROUP 401(K) (#003)86%
  • EMPLOYEE STOCK OWNERSHIP (#002)14%
Total $43.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FINANCIAL GROUP 401(K) (#003)385
  • EMPLOYEE STOCK OWNERSHIP (#002)344
Total 729Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • MEDICAL MUTUAL73%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY20%
  • VISION SERVICE PLAN4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $556K4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • HYLANT GROUP INC95%
  • CENTRO BENEFITS RESEARCH LLC5%
Total $121K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SB FINANCIAL GROUP 401(K)

401k

Assets$37.8M
Participants385
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SB FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.0M
Participants344
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SB FINANCIAL GROUP, INC. WELFARE BENEFIT PLAN

Mixed - MEDICAL MUTUAL OF OHIO

Premiums$556K
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SB FINANCIAL GROUP 401(K)401k$37.8M3852025
002SB FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLANESOP$6.0M3442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SB FINANCIAL GROUP, INC. WELFARE BENEFIT PLANMixedMEDICAL MUTUAL OF OHIO$556K2542025
Retirement plans
Welfare plans
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