Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$584K
- Life$367K
- Long-term disability$367K
- Vision$133K
Filings through .
Top hat
Pathward, National Association
EIN 42-0747941Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$173.7M assets
Health & Benefits
1
$717K premiums
Participants
2,646
5501 S BROADBAND LANE - SIOUX FALLS, SD 571082553866-550-6382
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $717K premiums / 1,628 covered lives
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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
PATHWARD, NATIONAL ASSOCIATION 401(K) PLAN
401(k)
Assets$173.7M
Participants1,472
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
PATHWARD NATIONAL ASSOCIATION EMPLOYEE BENEFITS PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$717K
Covered lives1,628
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PATHWARD, NATIONAL ASSOCIATION 401(K) PLAN | 401(k) | $173.7M | 1,472 | 2025 |
- #001 · 401(k) · 20251,472
Health & Benefits plans
1 plan on this EIN
| 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 |
- #502 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 20251,628
Retirement plans
Health & Benefits plans