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  2. OHNWARD BANCSHARES, INC.
Sponsor portfolioTH

OHNWARD BANCSHARES, INC.

EIN 42-0933516-financial services-Latest filing 2025
Plans
3
Retirement
2
$57.1M assets
Welfare
1
$121K premiums
Participants
688
107 E. QUARRY ST - MAQUOKETA, IA 52060563-652-7821ohnward.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$43.8M - 325 part#002ESOP-$13.3M - 119 part#501Fully Insured-$121K - 444 lives

Retirement portfolio analytics

2 plans aggregated / $57.1M assets / 444 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PROFIT SHARING PLAN (#001)77%
  • PLAN AND TRUST (#002)23%
Total $57.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)325
  • PLAN AND TRUST (#002)119
Total 444Click row to drill in

Benefits portfolio analytics

1 plan / $121K premiums / 444 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$121K
  • Long-term disability$121K
Total $121K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $121K1 slice

Broker market share

Schedule A broker compensation

Split broker
75%top
  • ASSUREDPARTNERS75%
  • BHERD25%
Total $24K2 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

OHNWARD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$43.8M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OHNWARD BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$13.3M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OHNWARD BANCSHARES INC LIFE AND DISABILITY PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$121K
Covered lives444
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OHNWARD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN401k$43.8M3252025
002OHNWARD BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$13.3M1192025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OHNWARD BANCSHARES INC LIFE AND DISABILITY PLANFully InsuredHARTFORD LIFE AND ACCIDENT$121K4442025
Retirement plans
Welfare plans
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