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Sponsor portfolio

SUSSER BANK

EIN 75-1630026-financial services-Latest filing 2025
Plans
2
Retirement
1
$18.3M assets
Welfare
1
$3.2M premiums
Participants
665
3030 MATLOCK ROAD, SUITE 106 - ARLINGTON, TX 76015817-987-2398susserbank.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$18.3M - 358 part#503Fully Insured-$3.2M - 395 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 395 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.2M
  • Health$2.9M
  • Dental$2.9M
  • Prescription drug$2.9M
  • Vision$275K
  • Life$275K
  • +2 more
Total $3.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • DEARBORN LIFE INSURANCE COMPANY9%
Total $3.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • ROBERT HOTALING64%
  • THE HOTALING GROUP36%
Total $144K2 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

SUSSER BANK 401(K)

401k

Assets$18.3M
Participants358
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SUSSER BANK WELFARE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$3.2M
Covered lives395
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUSSER BANK 401(K)401k$18.3M3582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SUSSER BANK WELFARE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$3.2M3952025
Retirement plans
Welfare plans
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