Assets by plan
Share of aggregate retirement assets
- GROUP, INC. 401(K) (#006)$134.4M
- PLAN AND TRUST (#001)$13.0M
Filings through .
Top hat
Midwestone Financial Group, Inc.
EIN 42-1206172bankingLatest filing 2025
Plans
5
Retirement
2
$147.4M assets
Health & Benefits
3
$1.5M premiums
Participants
2,076
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $147.4M assets / 2,076 participants
Participants by plan
Active + retired + deferred vested
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
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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#006
MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN
401(k)
Assets$134.4M
Participants1,164
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
MIDWESTONE FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$13.0M
Participants912
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506
MIDWESTONE FINANCIAL GROUP & SUBSIDIARIES VISION & DENTAL PLAN
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$910K
Covered lives870
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
MIDWESTONE FINANCIAL GROUP INC & SUBSIDIARIES GROUP TERM LIFE & LONG TERM DISABILITY
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$578K
Covered lives870
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#510
MIDWESTONE FINANCIAL GROUP INC. CAFETERIA PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #006 | MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN | 401(k) | $134.4M | 1,164 | 2025 |
| #001 | MIDWESTONE FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $13.0M | 912 | 2024 |
- #006 · 401(k) · 20251,164
- #001 · ESOP · 2024912
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | MIDWESTONE FINANCIAL GROUP & SUBSIDIARIES VISION & DENTAL PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $910K | 870 | 2025 |
| #505 | MIDWESTONE FINANCIAL GROUP INC & SUBSIDIARIES GROUP TERM LIFE & LONG TERM DISABILITY | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $578K | 870 | 2025 |
| #510 | MIDWESTONE FINANCIAL GROUP INC. CAFETERIA PLAN | Self-funded | - | $0 | 0 | 2025 |
- #506 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025870
- #505 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025870
- #510 · Self-funded · 20250
Retirement plans
Health & Benefits plans