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
Sponsor portfolioTH
BANK FIVE NINE
EIN 39-0148000Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$40.4M assets
Welfare
1
$269K premiums
Participants
805
155 W. WISCONSIN AVENUE - OCONOMOWOC, WI 530665204262-560-2060
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $269K premiums / 472 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- SYMETRA LIFE INSURANCE COMPANY75%
- METROPOLITAN LIFE INSURANCE COMPANY12%
- UNITED HEALTHCARE INSURANCE COMPANY12%
- UNITEDHEALTHCARE INSURANCE COMPANY2%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BANK FIVE NINE 401(K) PLAN
401k
Assets$40.4M
Participants436
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
BANK FIVE NINE EMPLOYEE BENEFIT PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$269K
Covered lives472
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BANK FIVE NINE 401(K) PLAN | 401k | $40.4M | 436 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | BANK FIVE NINE EMPLOYEE BENEFIT PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $269K | 472 | 2025 |
Retirement plans
Welfare plans