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Sponsor portfolioTH

FIRST STATE BANK

EIN 74-1258875-financial services-Latest filing 2025
Plans
2
Retirement
1
$16.3M assets
Welfare
1
$617K premiums
Participants
344
206 NORTH STREET - LOUISE, TX 77455979-648-2691fsblouise.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$16.3M - 184 part#501Fully Insured-$617K - 160 lives

Benefits portfolio analytics

1 plan / $617K premiums / 160 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$396K
  • Prescription drug$396K
  • Other$220K
  • Life$218K
  • Dental$170K
  • Vision$170K
  • +2 more
Total $617K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY64%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY28%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $617K4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • USI INSURANCE SERVICES LLC93%
  • ROGER GARZA4%
  • BCI INSURANCE SOLUTIONS, INC.1%
  • JAMES H. LEACH1%
  • ROD INSURANCE GROUP, LLC0%
  • +1 more
Total $89K6 slices

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 EMPLOYEE SAVINGS PLAN

401k

Assets$16.3M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST STATE BANK HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$617K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRST STATE BANK EMPLOYEE SAVINGS PLAN401k$16.3M1842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST STATE BANK HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$617K1602025
Retirement plans
Welfare plans
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