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  2. North Shore Bank
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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North Shore Bank

EIN 39-0506400-banking-Latest filing 2025
Plans
3
Retirement
2
$102.6M assets
Health & Benefits
1
$216K premiums
Participants
1,301
15700 WEST BLUEMOUND ROAD - BROOKFIELD, WI 530056024262-797-3385northshorebank.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#002401(k)-$64.7M - 592 part#001Traditional DB-$37.8M - 291 part#504Mixed-$216K - 412 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $102.6M assets / 883 participants

Assets by plan

Share of aggregate retirement assets

  • SHORE BANK 401(K) (#002)$64.7M
  • BANK RETIREMENT PLAN (#001)$37.8M
Total $102.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SHORE BANK 401(K) (#002)592
  • BANK RETIREMENT PLAN (#001)291
Total 883Select a row to open it

Benefits portfolio analytics

1 plan / $216K premiums / 412 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$101K
  • Long-term disability$69K
  • Vision$38K
  • Other$7K
Total $216K4 rows
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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

NORTH SHORE BANK 401(K) PLAN

401(k)

Assets$64.7M
Participants592
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

NORTH SHORE BANK RETIREMENT PLAN

Traditional DB

Assets$37.8M
Participants291
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

NORTH SHORE BANK EMPLOYEE HEALTH CARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$216K
Covered lives412
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002NORTH SHORE BANK 401(K) PLAN401(k)$64.7M5922025
#001NORTH SHORE BANK RETIREMENT PLANTraditional DB$37.8M2912024
  • NORTH SHORE BANK 401(K) PLAN$64.7M
    #002 · 401(k) · 2025592
  • NORTH SHORE BANK RETIREMENT PLAN$37.8M
    #001 · Traditional DB · 2024291

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504NORTH SHORE BANK EMPLOYEE HEALTH CARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$216K4122025
  • NORTH SHORE BANK EMPLOYEE HEALTH CARE PLAN$216K
    #504 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025412
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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