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Sponsor portfolioTH

SECURITY STATE BANK & TRUST

EIN 74-0890992-banking-Latest filing 2024
Plans
3
Retirement
1
$28.0M assets
Welfare
2
$2.4M premiums
Participants
334
201 W MAIN - FREDERICKSBURG, TX 786247862800-997-7575ssbtexas.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002401k-$28.0M - 334 part#503Fully Insured-$2.3M - 484 lives#502Fully Insured-$113K - 309 lives

Benefits portfolio analytics

2 plans / $2.4M premiums / 793 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Vision$2.3M
  • Prescription drug$2.3M
  • Life$113K
  • Long-term disability$113K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
Total $2.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • FROST INSURANCE AGENCY INC66%
  • USI INSURANCE SERVICES LLC34%
Total $18K2 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

SECURITY STATE BANK & TRUST 401(K) & PROFIT SHARING PLAN

401k

Assets$28.0M
Participants334
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SECURITY STATE BANK & TRUST

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.3M
Covered lives484
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SECURITY STATE BANK & TRUST

Fully Insured - SUN LIFE AND HEALTH INSURANCE COMPANY

Premiums$113K
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SECURITY STATE BANK & TRUST 401(K) & PROFIT SHARING PLAN401k$28.0M3342024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SECURITY STATE BANK & TRUSTFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.3M4842024
502SECURITY STATE BANK & TRUSTFully InsuredSUN LIFE AND HEALTH INSURANCE COMPANY$113K3092024
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