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Sponsor portfolioTH

FIRST STATE BANK OF UVALDE

EIN 74-0625760-banking-Latest filing 2025
Plans
4
Retirement
2
$24.0M assets
Welfare
2
$1.4M premiums
Participants
234
200 EAST NOPAL STREET - UVALDE, TX 78801830-278-6231fsbuvalde.comLinkedIn51-200 employeesbanking
Plans on this EIN
4 filings
#001TraditionalDB-$23.1M - 78 part#002401k-$986K - 156 part#502Fully Insured-$1.4M - 143 lives#503Mixed-$87K - 115 lives

Retirement portfolio analytics

2 plans aggregated / $24.0M assets / 234 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • UVALDE RETIREMENT PLAN (#001)96%
  • OF UVALDE 401(K) (#002)4%
Total $24.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF UVALDE 401(K) (#002)156
  • UVALDE RETIREMENT PLAN (#001)78
Total 234Click row to drill in

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
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $87K1 slice

Plan deep-dives

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

FIRST STATE BANK OF UVALDE RETIREMENT PLAN

TraditionalDB

Assets$23.1M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FIRST STATE BANK OF UVALDE 401(K) PLAN

401k

Assets$986K
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FIRST STATE BANK OF UVALDE MEDICAL, DENTAL, VISION PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

FIRST STATE BANK OF UVALDE LIFE AND DISABILITY PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$87K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FIRST STATE BANK OF UVALDE RETIREMENT PLANTraditionalDB$23.1M782024
002FIRST STATE BANK OF UVALDE 401(K) PLAN401k$986K1562024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FIRST STATE BANK OF UVALDE MEDICAL, DENTAL, VISION PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.4M1432025
503FIRST STATE BANK OF UVALDE LIFE AND DISABILITY PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$87K1152025
Retirement plans
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