Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$187K
- Life$187K
- Long-term disability$187K
- Other$187K
Sponsor portfolioTH
FORSTROM BANCORPORATION, INC.
EIN 41-1452688bankingLatest filing 2025
Plans
3
Retirement
1
$19.5M assets
Welfare
2
$187K premiums
Participants
439
55 FIRST STREET NW - CLARA CITY, MN 56222320-847-3702citizens-state-bank.comLinkedIn1-10 employeesbanking
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $187K premiums / 220 covered livesCarrier 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
- LECLAIR CORPORATION100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FORSTROM BANCORPORATION 401(K) PLAN AND TRUST
401k
Assets$19.5M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
FORSTROM BANCORPORATION INC. LIFE AND DENTAL PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$187K
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
FORSTROM BANCORPORATION INC. MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FORSTROM BANCORPORATION 401(K) PLAN AND TRUST | 401k | $19.5M | 298 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | FORSTROM BANCORPORATION INC. LIFE AND DENTAL PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $187K | 220 | 2025 | |
| 501 | FORSTROM BANCORPORATION INC. MEDICAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans