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Sponsor portfolioTH

SOUND COMMUNITY BANK

EIN 91-0619653-banking-Latest filing 2025
Plans
3
Retirement
2
$25.2M assets
Welfare
1
$178K premiums
Participants
426
2400 THIRD AVENUE, SUITE 150 - SEATTLE, WA 98121206-204-8170soundcb.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001401k-$15.1M - 151 part#002ESOP-$10.0M - 153 part#501Mixed-$178K - 122 lives

Retirement portfolio analytics

2 plans aggregated / $25.2M assets / 304 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PROFIT SHARING PLAN (#001)60%
  • EMPLOYEE STOCK OWNERSHIP (#002)40%
Total $25.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)153
  • PROFIT SHARING PLAN (#001)151
Total 304Click row to drill in

Benefits portfolio analytics

1 plan / $178K premiums / 122 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$168K
  • Life$140K
  • Short-term disability$140K
  • Long-term disability$140K
  • Other$140K
  • Vision$10K
Total $178K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY78%
  • WILLAMETTE DENTAL INSURANCE, INC.16%
  • VISION SERVICE PLAN6%
  • MAGELLAN HEALTHCARE0%
Total $178K4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • ACRISURE LLC97%
  • GROUP BENEFITS LTD3%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $18K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOUND COMMUNITY BANK 401(K) PROFIT SHARING PLAN

401k

Assets$15.1M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$10.0M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUND COMMUNITY BANK

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$178K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SOUND COMMUNITY BANK 401(K) PROFIT SHARING PLAN401k$15.1M1512024
002SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$10.0M1532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUND COMMUNITY BANKMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$178K1222025
Retirement plans
Welfare plans
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