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Sponsor portfolioTH

HILLS BANK & TRUST COMPANY

EIN 42-0310580-banking-Latest filing 2025
Plans
3
Retirement
2
$161.6M assets
Welfare
1
$4.3M premiums
Participants
1,887
590 W FOREVERGREEN ROAD - NORTH LIBERTY, IA 523178507319-338-1522hillsbank.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002401k-$95.3M - 760 part#001ESOP-$66.3M - 653 part#505Fully Insured-$4.3M - 454 lives

Retirement portfolio analytics

2 plans aggregated / $161.6M assets / 1,413 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PROFIT SHARING PLAN (#002)59%
  • EMPLOYEE STOCK OWNERSHIP (#001)41%
Total $161.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)760
  • EMPLOYEE STOCK OWNERSHIP (#001)653
Total 1,413Click row to drill in

Benefits portfolio analytics

1 plan / $4.3M premiums / 454 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Life$189K
  • Vision$92K
  • Long-term disability$83K
Total $4.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN2%
  • DELTA DENTAL OF CALIFORNIA0%
Total $4.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • TRUENORTH COMPANIES LC100%
Total $125K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HILLS BANK AND TRUST CO 401(K) PROFIT SHARING PLAN

401k

Assets$95.3M
Participants760
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HILLS BANK AND TRUST EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$66.3M
Participants653
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

HILLS BANK AND TRUST COMPANY WELFARE BENEFIT PLAN

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$4.3M
Covered lives454
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HILLS BANK AND TRUST CO 401(K) PROFIT SHARING PLAN401k$95.3M7602025
001HILLS BANK AND TRUST EMPLOYEE STOCK OWNERSHIP PLANESOP$66.3M6532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505HILLS BANK AND TRUST COMPANY WELFARE BENEFIT PLANFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$4.3M4542025
Retirement plans
Welfare plans
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