Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NORTH SHORE BANK
EIN 39-0506400bankingLatest filing 2025
Plans
3
Retirement
2
$91.4M assets
Welfare
1
$216K premiums
Participants
1,291
15700 WEST BLUEMOUND ROAD - BROOKFIELD, WI 530056024262-797-3385northshorebank.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $91.4M assets / 873 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $216K premiums / 412 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$101K
- Long-term disability$69K
- Vision$38K
- Other$7K
Carrier market share
Premium dollars by Schedule A carrier
82%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA82%
- FIDELITY SECURITY LIFE INSURANCE COMPANY18%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NORTH SHORE BANK 401(K) PLAN
401k
Assets$53.6M
Participants582
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
NORTH SHORE BANK RETIREMENT PLAN
TraditionalDB
Assets$37.8M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
NORTH SHORE BANK EMPLOYEE HEALTH CARE PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$216K
Covered lives412
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NORTH SHORE BANK 401(K) PLAN | 401k | $53.6M | 582 | 2024 | |
| 001 | NORTH SHORE BANK RETIREMENT PLAN | TraditionalDB | $37.8M | 291 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | NORTH SHORE BANK EMPLOYEE HEALTH CARE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $216K | 412 | 2025 |
Retirement plans
Welfare plans