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

Retirement plans

Welfare plans

Sponsor portfolio

FIRST BUSINESS FINANCIAL SERVICES, INC.

EIN 39-1576570Latest filing 2025

Plans

Retirement

$93.8M assets

Welfare

$5.6M premiums

Participants

935

401 CHARMANY DRIVE - MADISON, WI 53719608-232-5904

Plans on this EIN

3 filings

#002401k-$93.8M - 444 part #503Fully Insured-$5.6M - 1,018 lives #504Self Funded-0 lives

Benefits portfolio analytics

2 plans / $5.6M premiums / 1,018 covered lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

45%top

UNITEDHEALTHCARE INSURANCE COMPANY45%
QUARTZ HEALTH BENEFIT PLANS CORPORATION40%
STANDARD INSURANCE COMPANY9%
DELTA DENTAL OF CALIFORNIA6%
METROPOLITAN LIFE INSURANCE COMPANY1%

Broker market share

Schedule A broker compensation

Split broker

80%top

M3 INSURANCE SOLUTIONS INC80%
W B A-EMPLOYEE BENEFITS CORP11%
M3 INS SOLUTIONS INC6%
WBA EMPLOYEE BENEFITS CORP3%
C2 CENTRIC LLC1%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#002

FIRST BUSINESS FINANCIAL SERVICES 401(K) PLAN

401k

Assets$93.8M

Participants444

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#503