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Sponsor portfolioTH

TEXAS BANK AND TRUST COMPANY

EIN 75-0962666-banking-Latest filing 2025
Plans
3
Retirement
1
$58.2M assets
Welfare
2
$6.6M premiums
Participants
1,541
PO BOX 2749 - LONGVIEW, TX 75604903-295-4287texasbankandtrust.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#001401k-$58.2M - 575 part#501Fully Insured-$6.3M - 937 lives#503Fully Insured-$288K - 0 lives

Benefits portfolio analytics

2 plans / $6.6M premiums / 937 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.3M
  • Dental$6.3M
  • Vision$6.3M
  • Prescription drug$6.3M
  • Life$288K
  • Long-term disability$288K
  • +1 more
Total $6.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • DEARBORN LIFE INSURANCE COMPANY4%
  • PRINCIPAL LIFE INSURANCE COMPANY0%
Total $6.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $161K1 slice

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 BANK AND TRUST COMPANY EMPLOYEE PS PLAN AND TRUST

401k

Assets$58.2M
Participants575
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TEXAS BANK & TRUST SELF-FUNDED EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$6.3M
Covered lives937
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LONG TERM DISABILITY, LIFE, AND AD&D PLAN

Fully Insured - DEARBORN NATIONAL LIFE INSURANCE COMPANY

Premiums$288K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TEXAS BANK AND TRUST COMPANY EMPLOYEE PS PLAN AND TRUST401k$58.2M5752025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TEXAS BANK & TRUST SELF-FUNDED EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF TEXAS$6.3M9372024
503LONG TERM DISABILITY, LIFE, AND AD&D PLANFully InsuredDEARBORN NATIONAL LIFE INSURANCE COMPANY$288K02024
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