Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Other$80K
- Dental$76K
- Life$19K
- Long-term disability$18K
- Vision$10K
Sponsor portfolio
VISIONBANK OF IOWA
EIN 42-0183300bankingLatest filing 2025
Plans
2
Retirement
1
$12.2M assets
Welfare
1
$1.2M premiums
Participants
328
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 185 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- UNITED OF OMAHA LIFE INSURANCE COMPANY8%
- DELTA DENTAL OF CALIFORNIA6%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- CURALINC HEALTHCARE0%
Broker market share
Schedule A broker compensation
100%top
- HOLMES MURPHY & ASSOCIATES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VISIONBANK 401(K) PLAN
401k
Assets$12.2M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VISIONBANK OF IOWA
Fully Insured - WELLMARK BLUE CROSS BLUE SHIELD OF IOWA
Premiums$1.2M
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VISIONBANK 401(K) PLAN | 401k | $12.2M | 163 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VISIONBANK OF IOWA | Fully Insured | WELLMARK BLUE CROSS BLUE SHIELD OF IOWA | $1.2M | 185 | 2025 |
Retirement plans
Welfare plans