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Sponsor portfolio

ALLIANCE BANK

EIN 41-0362490-financial services-Latest filing 2025
Plans
2
Retirement
1
$22.9M assets
Welfare
1
$1.3M premiums
Participants
249
30 EAST 7TH STREET, SUITE 230 - ST. PAUL, MN 55101651-229-0070alliancebanks.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$22.9M - 147 part#501Mixed-$1.3M - 152 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 152 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Vision$86K
  • Life$86K
  • Long-term disability$86K
  • Other$86K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $46K1 slice

Plan deep-dives

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

ALLIANCE BANK RETIREMENT PLAN

401k

Assets$22.9M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLIANCE BANK WELFARE BENEFITS PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS

Premiums$1.3M
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLIANCE BANK RETIREMENT PLAN401k$22.9M1472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLIANCE BANK WELFARE BENEFITS PLANMixedBLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS$1.3M1522025
Retirement plans
Welfare plans
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