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Sponsor portfolioTH

VANTAGE BANK TEXAS

EIN 74-0856797-banking-Latest filing 2025
Plans
2
Retirement
1
$44.9M assets
Welfare
1
$713K premiums
Participants
1,037
45 NE LOOP 410, SUITE 500 - SAN ANTONIO, TX 78216210-408-5705vantage.bankLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#003401k-$44.9M - 554 part#501Mixed-$713K - 794 lives

Benefits portfolio analytics

1 plan / $713K premiums / 794 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$416K
  • Dental$296K
  • Vision$296K
  • Life$287K
  • Short-term disability$287K
  • Long-term disability$287K
Total $713K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • METROPOLITAN LIFE INSURANCE COMPANY42%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY40%
  • AETNA LIFE INSURANCE COMPANY17%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $713K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $89K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

VANTAGE BANK TEXAS 401(K) PLAN

401k

Assets$44.9M
Participants554
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VANTAGE BANK TEXAS HEALTH & WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$713K
Covered lives794
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003VANTAGE BANK TEXAS 401(K) PLAN401k$44.9M5542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VANTAGE BANK TEXAS HEALTH & WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$713K7942025
Retirement plans
Welfare plans
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