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Sponsor portfolioTH

MIDWESTONE FINANCIAL GROUP INC

EIN 42-1206172-banking-Latest filing 2025
Plans
5
Retirement
2
$113.1M assets
Welfare
3
$1.5M premiums
Participants
1,999
PO BOX 1700, 102 S. CLINTON STREET - IOWA CITY, IA 522441700319-356-5800LinkedIn501-1000 employeesbanking
Plans on this EIN
5 filings
#006401k-$100.1M - 1,087 part#001ESOP-$13.0M - 912 part#506Fully Insured-$910K - 870 lives#505Fully Insured-$578K - 870 lives#510Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $113.1M assets / 1,999 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • GROUP, INC. 401(K) (#006)88%
  • PLAN AND TRUST (#001)12%
Total $113.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, INC. 401(K) (#006)1,087
  • PLAN AND TRUST (#001)912
Total 1,999Click row to drill in

Benefits portfolio analytics

3 plans / $1.5M premiums / 1,740 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$910K
  • Vision$910K
  • Other$578K
  • Life$559K
  • Long-term disability$559K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA99%
  • COMPSYCH1%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COTTINGHAM & BUTLER100%
Total $184K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN

401k

Assets$100.1M
Participants1,087
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MIDWESTONE FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$13.0M
Participants912
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

MIDWESTONE FINANCIAL GROUP & SUBSIDIARIES VISION & DENTAL PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$910K
Covered lives870
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

MIDWESTONE FINANCIAL GROUP INC & SUBSIDIARIES GROUP TERM LIFE & LONG TERM DISABILITY

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$578K
Covered lives870
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

MIDWESTONE FINANCIAL GROUP INC. CAFETERIA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
006MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN401k$100.1M1,0872024
001MIDWESTONE FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$13.0M9122024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
506MIDWESTONE FINANCIAL GROUP & SUBSIDIARIES VISION & DENTAL PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$910K8702025
505MIDWESTONE FINANCIAL GROUP INC & SUBSIDIARIES GROUP TERM LIFE & LONG TERM DISABILITYFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$578K8702025
510MIDWESTONE FINANCIAL GROUP INC. CAFETERIA PLANSelf Funded-$002025
Retirement plans
Welfare plans
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