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Sponsor portfolioTH

TEXAS NATIONAL BANK

EIN 74-0780455-banking-Latest filing 2025
Plans
3
Retirement
2
$16.5M assets
Welfare
1
$992K premiums
Participants
472
4126 CROSSPOINT BOULEVARD - EDINBURG, TX 785391803956-731-6832texasnational.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#002ESOP-$8.6M - 125 part#001401k-$7.9M - 163 part#501Fully Insured-$992K - 247 lives

Retirement portfolio analytics

2 plans aggregated / $16.5M assets / 288 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • EMPLOYEE STOCK OWNERSHIP (#002)52%
  • NATIONAL BANK 401(K) (#001)48%
Total $16.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NATIONAL BANK 401(K) (#001)163
  • EMPLOYEE STOCK OWNERSHIP (#002)125
Total 288Click row to drill in

Benefits portfolio analytics

1 plan / $992K premiums / 247 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$846K
  • Dental$846K
  • Other$80K
  • Life$47K
  • Short-term disability$29K
  • Long-term disability$20K
  • +1 more
Total $992K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • DEARBORN LIFE INSURANCE COMPANY2%
Total $992K4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • SHEPARD & WALTON LIFE INSURANCE AGE85%
  • M3 INSURANCE SOLUTIONS INC7%
  • SHEPARD & WALTON LIFE INSURANCE7%
  • INSURORS OF TEXAS GENERAL AGENCY, L1%
  • OPES ONE ADVISORS LLC0%
Total $85K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TEXAS NATIONAL BANK EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$8.6M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TEXAS NATIONAL BANK 401(K) PLAN

401k

Assets$7.9M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TEXAS NATIONAL BANK EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$992K
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TEXAS NATIONAL BANK EMPLOYEE STOCK OWNERSHIP PLANESOP$8.6M1252024
001TEXAS NATIONAL BANK 401(K) PLAN401k$7.9M1632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TEXAS NATIONAL BANK EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$992K2472025
Retirement plans
Welfare plans
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