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Sponsor portfolioTH

TWO RIVERS FINANCIAL GROUP INC.

EIN 42-1337121-financial services-Latest filing 2025
Plans
4
Retirement
2
$26.6M assets
Welfare
2
$116K premiums
Participants
571
222 N MAIN ST, P.O. BOX 728 - BURLINGTON, IA 526015214319-753-9100tworiversfinancialgroup.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
4 filings
#002401k-$23.3M - 248 part#001ESOP-$3.3M - 176 part#502Fully Insured-$90K - 147 lives#503Fully Insured-$27K - 0 lives

Retirement portfolio analytics

2 plans aggregated / $26.6M assets / 424 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PROFIT SHARING PLAN (#002)88%
  • EMPLOYEE STOCK OWNERSHIP (#001)12%
Total $26.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • AMERICAN REALTY ADVISORS88%
  • (Not disclosed)12%
Total $26.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)248
  • EMPLOYEE STOCK OWNERSHIP (#001)176
Total 424Click row to drill in

Benefits portfolio analytics

2 plans / $116K premiums / 147 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$14K
  • Long-term disability$7K
Total $21K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • STANDARD INSURANCE COMPANY100%
Total $21K1 slice

Broker market share

Schedule A broker compensation

Split broker
52%top
  • WORLD INSURANCE ASSOCIATES LLC52%
  • UKG INC48%
Total $2K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TWO RIVERS FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$23.3M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TWO RIVERS FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.3M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TWO RIVERS FINANCIAL GROUP, INC. GROUP TERM LIFE INSURANCE

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$90K
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

TWO RIVERS FINANCIAL GROUP, INC. VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$27K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TWO RIVERS FINANCIAL GROUP 401(K) PROFIT SHARING PLAN401k$23.3M2482024
001TWO RIVERS FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLANESOP$3.3M1762024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TWO RIVERS FINANCIAL GROUP, INC. GROUP TERM LIFE INSURANCEFully InsuredSTANDARD INSURANCE COMPANY$90K1472025
503TWO RIVERS FINANCIAL GROUP, INC. VISION PLANFully InsuredVISION SERVICE PLAN$27K02025
Retirement plans
Welfare plans
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