Plan Ledger DOL Form 5500 · updated monthly

Security Financial Bankbenefits

Security Financial Bank, Health and Welfare Plan · EAU CLAIRE, WI · plan year 2025

Broker compensation reported · 2025
$20,464

Security Financial Bank's benefits plans covered 123 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $20,464 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $166 per covered person, below the median for employer plans that report broker pay. Broker pay fell 48% from $39,672 in 2024.

Insurance contracts · 20252
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 123 covered
WYSSTA INSURANCE COMPANY INC · visionpremiums n/a · 77 covered
Brokers & agents paid · 20254
J A COUNTER & ASSOCIATION ,INC.$13,706
ALERA GROUP, INC.$4,146 · incl $4,146 fees
J A COUNTER & ASSOCIATES$873

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 390605225 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.