Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
RIVERWOOD BANK
EIN 41-0145082financial servicesLatest filing 2025
Plans
3
Retirement
2
$15.3M assets
Welfare
1
$20K premiums
Participants
204
214 5TH STREET NW - BEMIDJI, MN 56619218-308-2204riverwoodbank.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $15.3M assets / 204 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $20K premiums / 99 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$20K
- Other$20K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RIVERWOOD BANK RETIREMENT PLAN
401k
Assets$14.5M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RIVERWOOD BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$805K
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
RIVERWOOD BANK BASE LIFE & AD&D PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$20K
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RIVERWOOD BANK RETIREMENT PLAN | 401k | $14.5M | 120 | 2024 | |
| 002 | RIVERWOOD BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $805K | 84 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | RIVERWOOD BANK BASE LIFE & AD&D PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $20K | 99 | 2024 |
Retirement plans
Welfare plans