Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
FIRST STATE BANK
EIN 75-0270410financial servicesLatest filing 2025
Plans
3
Retirement
2
$62.3M assets
Welfare
1
$1.2M premiums
Participants
744
P.O. BOX 10 - GAINESVILLE, TX 762410010940-668-4302fsblouise.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $62.3M assets / 479 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.2M premiums / 283 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$736K
- Other$399K
- Dental$396K
- Life$396K
- Short-term disability$396K
- Long-term disability$396K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
62%top
- HCC LIFE INSURANCE COMPANY62%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA34%
- VISION SERVICE PLAN4%
- BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
97%top
- ACRISURE LLC97%
- SECURA BROKERAGE LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FIRST STATE BANK 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$38.2M
Participants363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF THE FIRST STATE BANK
TraditionalDB
Assets$24.1M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#503
FIRST STATE BANK EMPLOYEE BENEFIT PLAN
Mixed - TOKIO MARINE
Premiums$1.2M
Covered lives283
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FIRST STATE BANK 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $38.2M | 363 | 2024 | |
| 001 | RETIREMENT PLAN FOR EMPLOYEES OF THE FIRST STATE BANK | TraditionalDB | $24.1M | 116 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | FIRST STATE BANK EMPLOYEE BENEFIT PLAN | Mixed | TOKIO MARINE | $1.2M | 283 | 2025 |
Retirement plans
Welfare plans