Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$584K
- Life$367K
- Long-term disability$367K
- Vision$133K
Sponsor portfolioTH
PATHWARD, NATIONAL ASSOCIATION
EIN 42-0747941Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$173.7M assets
Welfare
1
$717K premiums
Participants
2,646
5501 S BROADBAND LANE - SIOUX FALLS, SD 571082553866-550-6382
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $717K premiums / 1,628 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA51%
- METROPOLITAN LIFE INSURANCE COMPANY24%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY21%
- CONNECTIONS INC EAP4%
Broker market share
Schedule A broker compensation
95%top
- USI INSURANCE SERVICES LLC95%
- PLANSOURCE BENEFITS ADMINISTRATION4%
- EDGEWOOD PARTNERS INSURANCE CENTER1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PATHWARD, NATIONAL ASSOCIATION 401(K) PLAN
401k
Assets$173.7M
Participants1,472
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PATHWARD NATIONAL ASSOCIATION EMPLOYEE BENEFITS PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$717K
Covered lives1,628
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PATHWARD, NATIONAL ASSOCIATION 401(K) PLAN | 401k | $173.7M | 1,472 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PATHWARD NATIONAL ASSOCIATION EMPLOYEE BENEFITS PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $717K | 1,628 | 2025 |
Retirement plans
Welfare plans