Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$237K
- Life$201K
- Short-term disability$200K
- Long-term disability$200K
- Vision$32K
Filings through .
Top hat
Bank Five Nine
EIN 39-0148000Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$40.4M assets
Health & Benefits
1
$269K premiums
Participants
805
155 W. WISCONSIN AVENUE - OCONOMOWOC, WI 530665204262-560-2060
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $269K premiums / 472 covered lives
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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#002
BANK FIVE NINE 401(K) PLAN
401(k)
Assets$40.4M
Participants436
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
BANK FIVE NINE EMPLOYEE BENEFIT PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$269K
Covered lives472
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BANK FIVE NINE 401(K) PLAN | 401(k) | $40.4M | 436 | 2025 |
- #002 · 401(k) · 2025436
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | BANK FIVE NINE EMPLOYEE BENEFIT PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $269K | 472 | 2025 |
- #504 · Mixed · SYMETRA LIFE INSURANCE COMPANY · 2025472
Retirement plans
Health & Benefits plans