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EMPLOYEE BENEFITS CORPORATION — EMPLOYEE BENEFITS CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251121095340NAL0003590243001
EMPLOYEE BENEFITS CORPORATION
Form 5500
FILING_RECEIVED
EMPLOYEE BENEFITS CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 4
Late filing · 36.2 mo
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
127
Accounts w/ balance
131
Plan assets (EOY)
$39.4M
Net assets (EOY)
$39.4M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EMPLOYEE BENEFITS CORPORATION
.
Find decision makers
Plan sponsor
Name
EMPLOYEE BENEFITS CORPORATION
EIN
39-2044064
Address
P.O. BOX 44347 · MADISON, WI · 537444347
Phone
(608) 831-8445
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-11-21
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $39.4M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Employee Benefits Corporation Common Stock
—
—
$24.4M
$39.4M
100.0%
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100
Knocking points off
Filed 36.2 months past the 10.5-month grace window.
Top holding "Employee Benefits Corporation Common Stock" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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