Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.0M
- Dental$3.0M
- Vision$3.0M
- Long-term disability$60K
- Life$31K
- Other$31K
Filings through .
Top hat
Security State Bank & Trust
EIN 74-0890992bankingLatest filing 2025
Plans
4
Retirement
1
$34.7M assets
Health & Benefits
3
$5.5M premiums
Participants
661
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Benefits portfolio analytics
3 plans / $5.5M premiums / 1,088 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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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
SECURITY STATE BANK & TRUST 401(K) & PROFIT SHARING PLAN
401(k)
Assets$34.7M
Participants344
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
SECURITY STATE BANK & TRUST HEALTH AND WELFARE PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.1M
Covered lives295
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
SECURITY STATE BANK & TRUST
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.3M
Covered lives484
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
SECURITY STATE BANK & TRUST
Fully insured - SUN LIFE AND HEALTH INSURANCE COMPANY
Premiums$113K
Covered lives309
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SECURITY STATE BANK & TRUST 401(K) & PROFIT SHARING PLAN | 401(k) | $34.7M | 344 | 2025 |
- #002 · 401(k) · 2025344
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | SECURITY STATE BANK & TRUST HEALTH AND WELFARE PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.1M | 295 | 2025 |
| #503 | SECURITY STATE BANK & TRUST | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.3M | 484 | 2024 |
| #502 | SECURITY STATE BANK & TRUST | Fully insured | SUN LIFE AND HEALTH INSURANCE COMPANY | $113K | 309 | 2024 |
- #504 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025295
- #503 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2024484
- #502 · Fully insured · SUN LIFE AND HEALTH INSURANCE COMPANY · 2024309
Retirement plans
Health & Benefits plans