Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ASSOCIATED BANC-CORP
EIN 39-1098068financial servicesLatest filing 2024
Plans
7
Retirement
2
$1.35B assets
Welfare
5
$6.9M premiums
Participants
23,203
433 MAIN STREET - GREEN BAY, WI 54301920-405-2882associatedbank.comLinkedIn1001-5000 employeesfinancial services
Retirement portfolio analytics
2 plans aggregated / $1.35B assets / 12,034 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $6.9M premiums / 18,940 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.5M
- Life$3.0M
- Long-term disability$3.0M
- Stop-loss$3.0M
- Vision$459K
Carrier market share
Premium dollars by Schedule A carrier
87%top
- RELIASTAR LIFE INSURANCE COMPANY87%
- UNITEDHEALTHCARE INSURANCE COMPANY9%
- COMBINED INSURANCE COMPANY OF AMERICA3%
- LEGALPLANS, USA2%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
93%top
- USI INSURANCE SERVICES LLC93%
- BENE RE LLC4%
- MERCER HEALTH AND BENEFITS, LLC2%
- J MANNING AND ASSOCIATES1%
- LTCI PARTNERS LLC0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ASSOCIATED BANC-CORP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$866.1M
Participants6,151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ASSOCIATED BANC-CORP RETIREMENT ACCOUNT PLAN
CashBalance
Assets$482.4M
Participants5,883
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#523
ASSOCIATED BANC-CORP WELFARE PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$3.3M
Covered lives6,426
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
ASSOCIATED BANC-CORP GROUP HEALTH PLAN
Self Funded - RELIASTAR LIFE INSURANCE COMPANY
Premiums$3.0M
Covered lives6,426
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
ASSOCIATED BANC-CORP INSURED HEALTH PLAN AND EMPLOYEE ASSISTANCE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$597K
Covered lives6,088
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
ASSOCIATED BANC-CORP FLEXIBLE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525
ASSOCIATED BANC-CORP SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ASSOCIATED BANC-CORP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $866.1M | 6,151 | 2024 | |
| 001 | ASSOCIATED BANC-CORP RETIREMENT ACCOUNT PLAN | CashBalance | $482.4M | 5,883 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 523 | ASSOCIATED BANC-CORP WELFARE PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $3.3M | 6,426 | 2024 | |
| 501 | ASSOCIATED BANC-CORP GROUP HEALTH PLAN | Self Funded | RELIASTAR LIFE INSURANCE COMPANY | $3.0M | 6,426 | 2024 | |
| 507 | ASSOCIATED BANC-CORP INSURED HEALTH PLAN AND EMPLOYEE ASSISTANCE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $597K | 6,088 | 2024 | |
| 505 | ASSOCIATED BANC-CORP FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 525 | ASSOCIATED BANC-CORP SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans