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  1. Companies/
  2. Waukesha State Bank
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Waukesha State Bank

EIN 39-0734270-banking-Latest filing 2025
Plans
3
Retirement
2
$82.3M assets
Health & Benefits
1
$3.0M premiums
Participants
1,079
151 E. ST. PAUL AVENUE - WAUKESHA, WI 531870648262-549-8506waukeshabank.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002401(k)-$73.3M - 464 part#003ESOP-$9.0M - 326 part#517Fully insured-$3.0M - 289 lives

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

Retirement portfolio analytics

2 plans aggregated / $82.3M assets / 790 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#002)$73.3M
  • EMPLOYEE STOCK OWNERSHIP (#003)$9.0M
Total $82.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)464
  • EMPLOYEE STOCK OWNERSHIP (#003)326
Total 790Select a row to open it

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
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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

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

401(k)

Assets$73.3M
Participants464
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

WAUKESHA STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$9.0M
Participants326
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#517

WAUKESHA STATE BANK BENEFIT WELFARE PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.0M
Covered lives289
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN401(k)$73.3M4642025
#003WAUKESHA STATE BANK EMPLOYEE STOCK OWNERSHIP PLANESOP$9.0M3262025
  • WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN$73.3M
    #002 · 401(k) · 2025464
  • WAUKESHA STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN$9.0M
    #003 · ESOP · 2025326

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#517WAUKESHA STATE BANK BENEFIT WELFARE PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$3.0M2892025
  • WAUKESHA STATE BANK BENEFIT WELFARE PLAN$3.0M
    #517 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025289
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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