Assets by plan
Share of aggregate retirement assets
Filings through .
Decorah Bank & Trust Company
EIN 42-0515840Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$27.7M assets
Health & Benefits
1
$1.2M premiums
Participants
352
202 EAST WATER STREET - DECORAH, IA 52101563-382-9661
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $27.7M assets / 241 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.2M premiums / 225 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Life$38K
- Long-term disability$24K
- Other$20K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$16.2M
Participants126
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SECURITY AGENCY, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$11.6M
Participants115
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
DECORAH BANK & TRUST COMPANY GROUP BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.2M
Covered lives225
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $16.2M | 126 | 2025 |
| #002 | SECURITY AGENCY, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $11.6M | 115 | 2025 |
- #001 · ESOP · 2025126
- #002 · 401(k) · 2025115
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | DECORAH BANK & TRUST COMPANY GROUP BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.2M | 225 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025225
Retirement plans
Health & Benefits plans