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Sponsor portfolioTH

PEOPLES STATE BANK

EIN 39-0987942-banking-Latest filing 2025
Plans
2
Retirement
1
$26.4M assets
Welfare
1
$620K premiums
Participants
436
1905 W. STEWART AVENUE, P.O. BOX 1686 - WAUSAU, WI 54402715-842-2191psbholdingsinc.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$26.4M - 248 part#501Mixed-$620K - 278 lives

Benefits portfolio analytics

1 plan / $620K premiums / 278 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$449K
  • Other$155K
  • Life$138K
  • Long-term disability$138K
  • Vision$16K
Total $620K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • QBE INSURANCE72%
  • SUN LIFE ASSURANCE COMPANY OF CANADA22%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
  • NGL3%
Total $620K4 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • HUB INTERNATIONAL MIDWEST LIMITED56%
  • M3 INSURANCE SOLUTIONS INC34%
  • JAMES R NELLIGAN & ASSOCIATES LLC10%
Total $35K3 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

PEOPLES STATE BANK PROFIT SHARING 401(K) PLAN

401k

Assets$26.4M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

PEOPLES STATE BANK WELFARE BENEFIT PLAN

Mixed - QBE INSURANCE

Premiums$620K
Covered lives278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PEOPLES STATE BANK PROFIT SHARING 401(K) PLAN401k$26.4M2482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PEOPLES STATE BANK WELFARE BENEFIT PLANMixedQBE INSURANCE$620K2782025
Retirement plans
Welfare plans
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