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Sponsor portfolioTH

PORT WASHINGTON STATE BANK

EIN 39-0545620-banking-Latest filing 2025
Plans
2
Retirement
1
$22.9M assets
Welfare
1
$76K premiums
Participants
261
206 N. FRANKLIN STEET - PORT WASHINGTON, WI 53074262-284-4416pwsb.bankLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$22.9M - 146 part#501Fully Insured-$76K - 130 lives

Benefits portfolio analytics

1 plan / $76K premiums / 130 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$43K
  • Vision$15K
  • Long-term disability$15K
  • Short-term disability$4K
Total $76K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • ANTHEM LIFE INSURANCE COMPANY80%
  • UNITED HEALTHCARE INSURANCE COMPANY20%
Total $76K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WISCONSIN BANKERS ASSOCIATION - EBC100%
Total $10K1 slice

Plan deep-dives

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

PORT WASHINGTON STATE BANK EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

401k

Assets$22.9M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PORT WASHINGTON STATE BANK LIFE & DISABILITY INSURANCE PLAN

Fully Insured - ANTHEM LIFE INSURANCE COMPANY

Premiums$76K
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PORT WASHINGTON STATE BANK EMPLOYEES' PROFIT SHARING RETIREMENT PLAN401k$22.9M1462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PORT WASHINGTON STATE BANK LIFE & DISABILITY INSURANCE PLANFully InsuredANTHEM LIFE INSURANCE COMPANY$76K1302025
Retirement plans
Welfare plans
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