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Sponsor portfolioTH

DEERWOOD BANK

EIN 41-0216169-banking-Latest filing 2025
Plans
2
Retirement
1
$18.8M assets
Welfare
1
$2.2M premiums
Participants
356
1060 DAKOTA DR. - MENDOTA HEIGHTS, MN 55120651-634-6408deerwoodbank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001401k-$18.8M - 226 part#501Fully Insured-$2.2M - 280 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 280 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Short-term disability$52K
  • Vision$23K
  • Other$13K
Total $2.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
  • FIRST STOP HEALTH1%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • MBA INSURANCE & SERVICES, INC.0%
Total $75K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DEERWOOD BANK 401(K) PLAN

401k

Assets$18.8M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DEERWOOD BANK HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MINNESOTA

Premiums$2.2M
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DEERWOOD BANK 401(K) PLAN401k$18.8M2262025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DEERWOOD BANK HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MINNESOTA$2.2M2802025
Retirement plans
Welfare plans
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