Assets by plan
Share of aggregate retirement assets
Filings through .
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First State Bank of Uvalde
EIN 74-0625760bankingLatest filing 2025
Plans
4
Retirement
2
$26.3M assets
Health & Benefits
2
$1.4M premiums
Participants
234
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $26.3M assets / 234 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.4M premiums / 258 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$1.3M
- Prescription drug$1.3M
- Life$87K
- Short-term disability$87K
- Long-term disability$87K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FIRST STATE BANK OF UVALDE RETIREMENT PLAN
Traditional DB
Assets$25.3M
Participants78
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
FIRST STATE BANK OF UVALDE 401(K) PLAN
401(k)
Assets$986K
Participants156
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
FIRST STATE BANK OF UVALDE MEDICAL, DENTAL, VISION PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives143
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
FIRST STATE BANK OF UVALDE LIFE AND DISABILITY PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$87K
Covered lives115
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FIRST STATE BANK OF UVALDE RETIREMENT PLAN | Traditional DB | $25.3M | 78 | 2025 |
| #002 | FIRST STATE BANK OF UVALDE 401(K) PLAN | 401(k) | $986K | 156 | 2024 |
- #001 · Traditional DB · 202578
- #002 · 401(k) · 2024156
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | FIRST STATE BANK OF UVALDE MEDICAL, DENTAL, VISION PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.4M | 143 | 2025 |
| #503 | FIRST STATE BANK OF UVALDE LIFE AND DISABILITY PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $87K | 115 | 2025 |
- #502 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025143
- #503 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025115
Retirement plans
Health & Benefits plans