Tri City Bankshares Corp — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tri City Bankshares Corp (EIN 39-1158740) is a plan sponsor located in Oak Creek, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 39-1158740
- Location
- Oak Creek, WI
- Loaded plans
- 6
- Total reported participants
- 1,706
- Total reported plan assets (EOY)
- $32,839,158
- Plans with financial data
- 1
- Plans with provider compensation
- 3
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Tri City National Bank 401(K) Retirement Savings Plan | 002 | 475 | $32,839,158 | 2023 |
| Tri City Bankshares Corporation Long Term Disability | 506 | 338 | not reported in the loaded dataset | 2023 |
| Tri City Bankshares Dental Plan | 503 | 244 | not reported in the loaded dataset | 2023 |
| Tri City Bankshares Medical Plans | 501 | 229 | not reported in the loaded dataset | 2023 |
| Tri City Bankshares Stop Loss | 504 | 229 | not reported in the loaded dataset | 2023 |
| Superior Vision Plan | 505 | 191 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Superior Vision Plan | 191 | — | 20240722131027NAL0009972833001 |
| 2023 | Tri City Bankshares Dental Plan | 244 | C | 20240722132352NAL0017566032001 |
| 2023 | Tri City Bankshares Stop Loss | 229 | — | 20240722133308NAL0022888194001 |
| 2023 | Tri City Bankshares Corporation Long Term Disability | 338 | — | 20240722134929NAL0016452752001 |
| 2023 | Tri City Bankshares Medical Plans | 229 | C | 20240722142829NAL0016545216001 |
| 2023 | Tri City National Bank 401(K) Retirement Savings Plan | 475 | H, C | 20241009160502NAL0009387027001 |