Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.2M
- Dental$4.2M
- Short-term disability$460K
- Long-term disability$460K
- Other$460K
- Vision$331K
- +1 more
Sponsor portfolio
TEXAS REGIONAL BANK
EIN 74-2440392bankingLatest filing 2025
Plans
2
Retirement
1
$24.9M assets
Welfare
1
$4.7M premiums
Participants
1,158
1801 SOUTH MCCOLL ROAD, PO BOX 532469 - HARLINGEN, TX 78550956-972-5409trb.bankLinkedIn201-500 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.7M premiums / 955 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- DEARBORN LIFE INSURANCE COMPANY7%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
45%top
- KEITH A PADILLA45%
- SHEPARD & WALTON LIFE INS AGENCY33%
- SHEPARD & WALTON16%
- SHEPARD & WALTON LIFE INSURANCE5%
- INSURORS OF TEXAS GENERAL AGENCY1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TEXAS REGIONAL BANK 401(K) PLAN
401k
Assets$24.9M
Participants583
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TEXAS REGIONAL BANK EMPLOYEE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$4.7M
Covered lives955
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TEXAS REGIONAL BANK 401(K) PLAN | 401k | $24.9M | 583 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TEXAS REGIONAL BANK EMPLOYEE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $4.7M | 955 | 2025 |
Retirement plans
Welfare plans