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Sponsor portfolioTH

HORICON BANK

EIN 39-0356800-financial services-Latest filing 2025
Plans
2
Retirement
1
$46.7M assets
Welfare
1
$2.7M premiums
Participants
476
P.O. BOX 144 - HORICON, WI 53032920-485-3040horiconbank.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#002ESOP-$46.7M - 307 part#502Mixed-$2.7M - 359 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 359 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Other$79K
  • Life$76K
  • Short-term disability$53K
  • Vision$28K
  • Long-term disability$26K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
  • SUPERIOR DENTAL CARE1%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • GALLAGHER BENEFIT SERVICES, INC.82%
  • GIS BENEFITS INC15%
  • WBA EMPLOYEE BENEFITS CORP3%
Total $64K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HORICON BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$46.7M
Participants307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HORICON BANK WELFARE WRAP PLAN

Mixed - BLUE CROSS & BLUE SHIELD OF WISCONSIN

Premiums$2.7M
Covered lives359
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HORICON BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLANESOP$46.7M3072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HORICON BANK WELFARE WRAP PLANMixedBLUE CROSS & BLUE SHIELD OF WISCONSIN$2.7M3592025
Retirement plans
Welfare plans
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