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Sponsor portfolio

BENCHMARK BANK

EIN 75-1163748-banking-Latest filing 2025
Plans
2
Retirement
1
$31.8M assets
Welfare
1
$219K premiums
Participants
417
5700 LEGACY DRIVE, SUITE 10A - PLANO, TX 75024972-673-4017benchmarkbank.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#001401k-$31.8M - 234 part#501Mixed-$219K - 261 lives

Benefits portfolio analytics

1 plan / $219K premiums / 261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$101K
  • Short-term disability$101K
  • Long-term disability$101K
  • Other$101K
  • Dental$100K
  • Vision$17K
Total $219K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA46%
  • BLUE CROSS OF CALIFORNIA46%
  • DEARBORN LIFE INSURANCE COMPANY8%
Total $219K3 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • MARSH & MCLENNAN AGENCY LLC78%
  • UNKNOWN22%
Total $51K2 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

BENCHMARK BANK EMPLOYEES 401K PLAN AND TRUST

401k

Assets$31.8M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BENCHMARK BANK EMPLOYEE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$219K
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BENCHMARK BANK EMPLOYEES 401K PLAN AND TRUST401k$31.8M2342025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BENCHMARK BANK EMPLOYEE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$219K2612025
Retirement plans
Welfare plans
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