Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.7M
- Prescription drug$2.2M
- Dental$345K
- Other$194K
- Life$157K
- Short-term disability$150K
- +2 more
Filings through .
First Business Financial Services, Inc.
EIN 39-1576570Finance and InsuranceLatest filing 2025
Plans
3
Retirement
1
$111.1M assets
Health & Benefits
2
$5.6M premiums
Participants
962
401 CHARMANY DR - MADISON, WI 53719608-238-8008
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $5.6M premiums / 1,018 covered lives
See carrier and broker market share with Pro.
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- 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#002
FIRST BUSINESS FINANCIAL SERVICES 401(K) PLAN
401(k)
Assets$111.1M
Participants471
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
FIRST BUSINESS FINANCIAL SERVICES, INC EMPLOYEE BENEFITS PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$5.6M
Covered lives1,018
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
FIRST BUSINESS FINANCIAL SERVICES INC. 125 BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FIRST BUSINESS FINANCIAL SERVICES 401(K) PLAN | 401(k) | $111.1M | 471 | 2025 |
- #002 · 401(k) · 2025471
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | FIRST BUSINESS FINANCIAL SERVICES, INC EMPLOYEE BENEFITS PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $5.6M | 1,018 | 2025 |
| #504 | FIRST BUSINESS FINANCIAL SERVICES INC. 125 BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #503 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 20251,018
- #504 · Self-funded · 20250
Retirement plans
Health & Benefits plans