Assets by plan
Share of aggregate retirement assets
Filings through .
Financial Business Systems, Inc.
EIN 45-0346952InformationLatest filing 2025
Plans
3
Retirement
2
$69.5M assets
Health & Benefits
1
$1.7M premiums
Participants
409
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $69.5M assets / 271 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$49.5M
- ALERUS FINANCIAL, N.A.$20.0M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.7M premiums / 228 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Vision$1.5M
- Prescription drug$1.5M
- Dental$101K
- Other$67K
- Life$65K
- +1 more
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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#002
FINANCIAL BUSINESS SYSTEMS, INC. 2013 AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$49.5M
Participants135
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
FINANCIAL BUSINESS SYSTEMS, INC. 401(K) PLAN
401(k)
Assets$20.0M
Participants136
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
FINANCIAL BUSINESS SYSTEMS GROUP BENEFIT PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF NORTH DAKOTA
Premiums$1.7M
Covered lives228
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FINANCIAL BUSINESS SYSTEMS, INC. 2013 AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $49.5M | 135 | 2025 |
| #001 | FINANCIAL BUSINESS SYSTEMS, INC. 401(K) PLAN | 401(k) | $20.0M | 136 | 2025 |
- #002 · ESOP · 2025135
- #001 · 401(k) · 2025136
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | FINANCIAL BUSINESS SYSTEMS GROUP BENEFIT PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF NORTH DAKOTA | $1.7M | 228 | 2025 |
- #502 · Fully insured · BLUE CROSS BLUE SHIELD OF NORTH DAKOTA · 2025228
Retirement plans
Health & Benefits plans