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Sponsor portfolioTH

SECURITY FINANCIAL BANK

EIN 39-0605225-banking-Latest filing 2025
Plans
2
Retirement
1
$14.2M assets
Welfare
1
$127K premiums
Participants
295
4813 KEYSTONE CROSSING - EAU CLAIRE, WI 54701715-568-1069sfbank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$14.2M - 172 part#501Mixed-$127K - 123 lives

Benefits portfolio analytics

1 plan / $127K premiums / 123 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$116K
  • Short-term disability$116K
  • Long-term disability$116K
  • Other$116K
  • Vision$11K
Total $127K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA91%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
Total $127K2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • J A COUNTER AND ASSOCIATES INC71%
  • GCG FINANCIAL LLC20%
  • WATCHTOWER BENEFITS, LLC8%
Total $20K3 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

SECURITY FINANCIAL BANK 401(K) SAVINGS PLAN

401k

Assets$14.2M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SECURITY FINANCIAL BANK, HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$127K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SECURITY FINANCIAL BANK 401(K) SAVINGS PLAN401k$14.2M1722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SECURITY FINANCIAL BANK, HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$127K1232025
Retirement plans
Welfare plans
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