Carrier market share
Premium dollars by Schedule A carrier
100%top
- EMPLOYEE & FAMILY RESOURCES, INC.100%
Sponsor portfolioTH
IOWA BANKERS INSURANCE AND SERVICES, INC.
EIN 42-0984998insuranceLatest filing 2025
Plans
2
Retirement
1
$37.0M assets
Welfare
1
$4K premiums
Participants
423
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4K premiums / 193 covered livesBundled
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
IOWA BANKERS INSURANCE & SERVICES, INC. 401(K) PLAN & TRUST
401k
Assets$37.0M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
IOWA BANKERS EMPLOYEE ASSISTANCE PROGRAM
Fully Insured - EMPLOYEE & FAMILY RESOURCES, INC.
Premiums$4K
Covered lives193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | IOWA BANKERS INSURANCE & SERVICES, INC. 401(K) PLAN & TRUST | 401k | $37.0M | 230 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | IOWA BANKERS EMPLOYEE ASSISTANCE PROGRAM | Fully Insured | EMPLOYEE & FAMILY RESOURCES, INC. | $4K | 193 | 2025 |
Retirement plans
Welfare plans