PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Banker's Toolbox, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Banker's Toolbox, Inc.

EIN 47-4367478-computer software-Latest filing 2025
Plans
2
Retirement
1
$97.8M assets
Health & Benefits
1
$6.9M premiums
Participants
1,482
12331 B RIATA TRACE PARKWAY, SUITE 200 - AUSTIN, TX 787276530818-432-1910bankerstoolbox.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#001401(k)-$97.8M - 852 part#502Mixed-$6.9M - 1,179 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $6.9M premiums / 1,179 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.1M
  • Prescription drug$6.1M
  • Other$841K
  • Vision$765K
  • Life$765K
  • Short-term disability$765K
  • +1 more
Total $6.9M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ABRIGO EMPLOYEE SAVINGS PLAN

401(k)

Assets$97.8M
Participants852
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

BANKER'S TOOLBOX, INC. DBA ABRIGO, INC. HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF TEXAS

Premiums$6.9M
Covered lives1,179
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ABRIGO EMPLOYEE SAVINGS PLAN401(k)$97.8M8522025
  • ABRIGO EMPLOYEE SAVINGS PLAN$97.8M
    #001 · 401(k) · 2025852

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502BANKER'S TOOLBOX, INC. DBA ABRIGO, INC. HEALTH AND WELFARE PLANMixedBLUE CROSS AND BLUE SHIELD OF TEXAS$6.9M1,1792025
  • BANKER'S TOOLBOX, INC. DBA ABRIGO, INC. HEALTH AND WELFARE PLAN$6.9M
    #502 · Mixed · BLUE CROSS AND BLUE SHIELD OF TEXAS · 20251,179
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica