PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DECORAH BANK & TRUST COMPANY
Sponsor portfolio

DECORAH BANK & TRUST COMPANY

EIN 42-0515840-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$26.3M assets
Welfare
1
$1.0M premiums
Participants
347
202 EAST WATER STREET - DECORAH, IA 52101563-382-9661
Plans on this EIN
3 filings
#001ESOP-$14.8M - 122 part#002401k-$11.6M - 115 part#501Fully Insured-$1.0M - 218 lives

Retirement portfolio analytics

2 plans aggregated / $26.3M assets / 237 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • EMPLOYEE STOCK OWNERSHIP (#001)56%
  • PROFIT SHARING PLAN (#002)44%
Total $26.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)122
  • PROFIT SHARING PLAN (#002)115
Total 237Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 218 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$965K
  • Life$23K
  • Long-term disability$15K
  • Other$12K
Total $1.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • ASSUREDPARTNERS96%
  • BHERD4%
Total $48K2 slices

Plan deep-dives

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

SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$14.8M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SECURITY AGENCY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$11.6M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DECORAH BANK & TRUST COMPANY GROUP BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.0M
Covered lives218
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$14.8M1222024
002SECURITY AGENCY, INC. 401(K) PROFIT SHARING PLAN401k$11.6M1152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DECORAH BANK & TRUST COMPANY GROUP BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.0M2182024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica