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Sponsor portfolioTH

WAUKESHA STATE BANK

EIN 39-0734270-banking-Latest filing 2025
Plans
3
Retirement
2
$70.0M assets
Welfare
1
$3.0M premiums
Participants
1,062
151 E ST. PAUL AVE., P.O. BOX 648 - WAUKESHA, WI 531870648262-549-8504waukeshabank.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002401k-$61.7M - 464 part#003ESOP-$8.2M - 309 part#517Fully Insured-$3.0M - 289 lives

Retirement portfolio analytics

2 plans aggregated / $70.0M assets / 773 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PROFIT SHARING PLAN (#002)88%
  • EMPLOYEE STOCK OWNERSHIP (#003)12%
Total $70.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)464
  • EMPLOYEE STOCK OWNERSHIP (#003)309
Total 773Click row to drill in

Benefits portfolio analytics

1 plan / $3.0M premiums / 289 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Other$201K
  • Life$164K
  • Dental$126K
  • Short-term disability$120K
  • Long-term disability$120K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • DELTA DENTAL OF CALIFORNIA4%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • R & R INSURANCE SERVICES INC73%
  • R&R INSURANCE SERVICE INC19%
  • M3 INSURANCE SOLUTIONS INC8%
Total $42K3 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

WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN

401k

Assets$61.7M
Participants464
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WAUKESHA STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$8.2M
Participants309
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#517

WAUKESHA STATE BANK BENEFIT WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.0M
Covered lives289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN401k$61.7M4642024
003WAUKESHA STATE BANK EMPLOYEE STOCK OWNERSHIP PLANESOP$8.2M3092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
517WAUKESHA STATE BANK BENEFIT WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.0M2892025
Retirement plans
Welfare plans
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