# LINCOLN SAVINGS BANK HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **LINCOLN SAVINGS BANK**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | LINCOLN SAVINGS BANK |
| EIN | 420380690 |
| Plan number | 505 |
| Plan year | 2025 |
| Location | WATERLOO, IA |
| Industry | Finance and Insurance |
| Funding | fully insured |
| Total premiums | $2.0M |
| Participants | 215 |
| Persons covered | 306 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| HEALTHPARTNERS INSURANCE COMPANY | Health |
| MUTUAL OF OMAHA INSURANCE COMPANY | Vision, Life, STD, LTD, Other |
| WELLMARK BC/BS OF SOUTH DAKOTA | Dental |
| EMPLOYEE & FAMILY RESOURCES, INC. | Other |

## Brokers

| Broker | Placed with |
|---|---|
| HOLMES MURPHY & ASSOCIATES | HEALTHPARTNERS |
| HOLMES MURPHY & ASSOCIATES | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| AVANT SPECIALTY BENEFITS LLC | UNITED OF OMAHA LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/420380690-505
- Cite as: PlanOptica, https://planoptica.com/welfare/420380690-505
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers