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  • Retirement analytics
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Filings through Oct 24, 2026.

Employee Benefits Corporation

EIN 39-2044064-insurance-Latest filing 2025
Plans
3
Retirement
2
$90.4M assets
Health & Benefits
1
$1.7M premiums
Participants
525
PO BOX 44347 - MADISON, WI 537444347608-829-8384LinkedIn51-200 employeesinsurance
Plans on this EIN
3 filings
#003ESOP-$65.2M - 147 part#002401(k)-$25.2M - 211 part#506Mixed-$1.7M - 270 lives

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

Retirement portfolio analytics

2 plans aggregated / $90.4M assets / 358 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#003)$65.2M
  • PLAN AND TRUST (#002)$25.2M
Total $90.4MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$65.2M
  • ALERUS FINANCIAL, N.A.$25.2M
Total $90.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)211
  • EMPLOYEE STOCK OWNERSHIP (#003)147
Total 358Select a row to open it

Benefits portfolio analytics

1 plan / $1.7M premiums / 270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Life$32K
  • Other$32K
  • Long-term disability$27K
  • Vision$12K
Total $1.7M5 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#003

EMPLOYEE BENEFITS CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$65.2M
Participants147
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

EMPLOYEE BENEFITS CORPORATION 401(K) PLAN AND TRUST

401(k)

Assets$25.2M
Participants211
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506

EMPLOYEE BENEFITS CORPORATION WRAP PLAN

Mixed - DEAN HEALTH PLAN

Premiums$1.7M
Covered lives270
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003EMPLOYEE BENEFITS CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$65.2M1472025
#002EMPLOYEE BENEFITS CORPORATION 401(K) PLAN AND TRUST401(k)$25.2M2112025
  • EMPLOYEE BENEFITS CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN$65.2M
    #003 · ESOP · 2025147
  • EMPLOYEE BENEFITS CORPORATION 401(K) PLAN AND TRUST$25.2M
    #002 · 401(k) · 2025211

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#506EMPLOYEE BENEFITS CORPORATION WRAP PLANMixedDEAN HEALTH PLAN$1.7M2702025
  • EMPLOYEE BENEFITS CORPORATION WRAP PLAN$1.7M
    #506 · Mixed · DEAN HEALTH PLAN · 2025270
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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