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Sponsor portfolio

TEXAS PARTNERS BANK

EIN 20-8922476-financial services-Latest filing 2025
Plans
2
Retirement
1
$51.3M assets
Welfare
1
$2.5M premiums
Participants
819
1900 NW LOOP 410 - SAN ANTONIO, TX 78213210-807-5511texaspartners.bankLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$51.3M - 597 part#501Fully Insured-$2.5M - 745 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 745 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Life$164K
  • Short-term disability$164K
  • Long-term disability$164K
  • Other$164K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • TPB INSURANCE GROUP, INC.82%
  • ASSUREDPARTNERS15%
  • GROUP INSURANCE SERVICES INC3%
Total $148K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TEXAS PARTNERS BANK 401(K)

401k

Assets$51.3M
Participants597
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TEXAS PARTNERS BANK WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.5M
Covered lives745
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TEXAS PARTNERS BANK 401(K)401k$51.3M5972025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TEXAS PARTNERS BANK WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$2.5M7452025
Retirement plans
Welfare plans
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