Assets by plan
Share of aggregate retirement assets
- BANK SSB 401(K) (#002)$18.6M
Filings through .
Top hat
Waterstone Bank SSB
EIN 39-0691250bankingLatest filing 2025
Plans
3
Retirement
2
$53.2M assets
Health & Benefits
1
$1.7M premiums
Participants
1,063
11200 W. PLANK COURT, STE.400 - WAUWATOSA, WI 53226414-459-4028wsbonline.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $53.2M assets / 480 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.7M premiums / 639 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.0M
- Other$602K
- Life$495K
- Short-term disability$495K
- Long-term disability$495K
- Vision$52K
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
2015 AMENDED AND RESTATED WATERSTONE BANK SSB EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$34.6M
Participants219
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WATERSTONE BANK SSB 401(K) PLAN
401(k)
Assets$18.6M
Participants261
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510
WATERSTONE BANK SSB BENEFITS PLAN
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives639
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | 2015 AMENDED AND RESTATED WATERSTONE BANK SSB EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $34.6M | 219 | 2025 |
| #002 | WATERSTONE BANK SSB 401(K) PLAN | 401(k) | $18.6M | 261 | 2025 |
- #003 · ESOP · 2025219
- #002 · 401(k) · 2025261
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | WATERSTONE BANK SSB BENEFITS PLAN | Mixed | HCC LIFE INSURANCE COMPANY | $1.7M | 639 | 2025 |
- #510 · Mixed · HCC LIFE INSURANCE COMPANY · 2025639
Retirement plans
Health & Benefits plans