Form 5500 · Employee benefit plan · EAU CLAIRE, WI
SECURITY FINANCIAL BANK
SECURITY FINANCIAL BANK's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is J A COUNTER & ASSOCIATES. Coverage is written through SECURITY HEALTH PLAN OF WISCONSIN, INC. and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0605225 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SECURITY HEALTH PLAN OF WISCONSIN, INC. | Health | 143 | December | $21,744 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 112 | December | $12,963 |
Questions
Who is SECURITY FINANCIAL BANK's benefits broker?
Per its most recent Form 5500 Schedule A, SECURITY FINANCIAL BANK's broker of record is J A COUNTER & ASSOCIATES.
What insurance carrier does SECURITY FINANCIAL BANK use?
SECURITY FINANCIAL BANK's benefit plan is written through SECURITY HEALTH PLAN OF WISCONSIN, INC., among 2 disclosed carriers.
When does SECURITY FINANCIAL BANK's group plan renew?
The most recent Schedule A policy period for SECURITY FINANCIAL BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SECURITY FINANCIAL BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.