Assets by plan
Share of aggregate retirement assets
Filings through .
Southside Bancshares, Inc.
EIN 75-1848732information technology and servicesLatest filing 2025
Plans
6
Retirement
4
$176.5M assets
Health & Benefits
2
$1.4M premiums
Participants
2,821
1201 SOUTH BECKHAM AVENUE - TYLER, TX 757110000903-531-7111LinkedIn1-10 employeesinformation technology and services
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
4 plans aggregated / $176.5M assets / 2,024 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.4M premiums / 1,416 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.0M
- Life$203K
- Other$203K
- Vision$74K
- Long-term disability$54K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC.
401(k)
Assets$82.0M
Participants926
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
RETIREMENT PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC.
Traditional DB
Assets$78.6M
Participants288
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SOUTHSIDE BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$12.7M
Participants756
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006
SOUTHSIDE BANCSHARES, INC. DEFINED BENEFIT PL FOR FORMER EMPLOYEES OF OMNIAMERICAN BANK
Traditional DB
Assets$3.2M
Participants54
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SOUTHSIDE BANCSHARES, INC. EMPLOYEE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.4M
Covered lives1,416
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
SOUTHSIDE BANCSHARES, INC. IRC SECTION 125 PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. | 401(k) | $82.0M | 926 | 2025 |
| #001 | RETIREMENT PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. | Traditional DB | $78.6M | 288 | 2025 |
| #003 | SOUTHSIDE BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $12.7M | 756 | 2025 |
| #006 | SOUTHSIDE BANCSHARES, INC. DEFINED BENEFIT PL FOR FORMER EMPLOYEES OF OMNIAMERICAN BANK | Traditional DB | $3.2M | 54 | 2024 |
- #002 · 401(k) · 2025926
- #001 · Traditional DB · 2025288
- #003 · ESOP · 2025756
- #006 · Traditional DB · 202454
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SOUTHSIDE BANCSHARES, INC. EMPLOYEE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $1.4M | 1,416 | 2025 |
| #502 | SOUTHSIDE BANCSHARES, INC. IRC SECTION 125 PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 20251,416
- #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans