Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHSIDE BANCSHARES, INC.
EIN 75-1848732information technology and servicesLatest filing 2025
Plans
6
Retirement
4
$174.9M assets
Welfare
2
$1.4M premiums
Participants
2,820
PO BOX 6170 - TYLER, TX 757110000903-531-7111LinkedIn1-10 employeesinformation technology and services
Retirement portfolio analytics
4 plans aggregated / $174.9M assets / 2,023 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.4M premiums / 1,416 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.0M
- Life$203K
- Other$203K
- Vision$74K
- Long-term disability$54K
Carrier market share
Premium dollars by Schedule A carrier
76%top
- UNITEDHEALTHCARE INSURANCE COMPANY76%
- UNITED OF OMAHA LIFE INSURANCE COMPANY19%
- METROPOLITAN LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
100%top
- FROST INSURANCE AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC.
401k
Assets$82.0M
Participants926
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RETIREMENT PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC.
TraditionalDB
Assets$77.5M
Participants286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SOUTHSIDE BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$12.2M
Participants757
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
SOUTHSIDE BANCSHARES, INC. DEFINED BENEFIT PL FOR FORMER EMPLOYEES OF OMNIAMERICAN BANK
TraditionalDB
Assets$3.2M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHSIDE BANCSHARES, INC. EMPLOYEE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.4M
Covered lives1,416
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
SOUTHSIDE BANCSHARES, INC. IRC SECTION 125 PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. | 401k | $82.0M | 926 | 2025 | |
| 001 | RETIREMENT PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. | TraditionalDB | $77.5M | 286 | 2024 | |
| 003 | SOUTHSIDE BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $12.2M | 757 | 2024 | |
| 006 | SOUTHSIDE BANCSHARES, INC. DEFINED BENEFIT PL FOR FORMER EMPLOYEES OF OMNIAMERICAN BANK | TraditionalDB | $3.2M | 54 | 2024 |
Welfare plans2
| 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 |
Retirement plans
Welfare plans