Form 5500 · Employee benefit plan · BROOKFIELD, WI
NORTH SHORE BANK
NORTH SHORE BANK's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0506400 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 403 | December | $10,135 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 403 | December | $4,691 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 412 | December | $3,835 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 403 | December | $721 |
Questions
Who is NORTH SHORE BANK's benefits broker?
Per its most recent Form 5500 Schedule A, NORTH SHORE BANK's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does NORTH SHORE BANK use?
NORTH SHORE BANK's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 4 disclosed carriers.
When does NORTH SHORE BANK's group plan renew?
The most recent Schedule A policy period for NORTH SHORE BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from NORTH SHORE BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.