Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.6M
- Health$1.5M
- Dental$1.5M
- Prescription drug$1.5M
- Life$118K
- Short-term disability$118K
- +2 more
Sponsor portfolioTH
SOUTHWEST BANK
EIN 75-0749819bankingLatest filing 2025
Plans
2
Retirement
1
$14.5M assets
Welfare
1
$1.6M premiums
Participants
248
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 227 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- DEARBORN LIFE INSURANCE COMPANY7%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
100%top
- STA BENEFITS LTD100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTHWEST BANK 401K PLAN
401k
Assets$14.5M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHWEST BANK HEALTH AND WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.6M
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHWEST BANK 401K PLAN | 401k | $14.5M | 128 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHWEST BANK HEALTH AND WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $1.6M | 227 | 2025 |
Retirement plans
Welfare plans