PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GREATER SOUTHWEST BANCSHARES, INC.
Sponsor portfolio

GREATER SOUTHWEST BANCSHARES, INC.

EIN 75-2160388-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$923K premiums
Participants
218
108 WEST NORTHWEST HIGHWAY - GRAPEVINE, TX 76051817-310-1945
Plans on this EIN
2 filings
#001401k-$9.0M - 113 part#501Fully Insured-$923K - 105 lives

Benefits portfolio analytics

1 plan / $923K premiums / 105 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$680K
  • Other$266K
  • Short-term disability$220K
  • Dental$198K
  • Vision$198K
  • Life$198K
  • +1 more
Total $923K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • BLUE CROSS OF CALIFORNIA71%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA21%
  • AFLAC5%
  • UNITED AMERICAN INSURANCE COMPANY2%
  • LYRIC0%
Total $923K5 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • ACRISURE LLC91%
  • ADVANCED BENEFIT SOLUTIONS INC5%
  • DELPHINE B HUDDELSTON1%
  • MAURICIO R PLATT1%
  • ZACHARY JOHNSON0%
  • +3 more
Total $75K8 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

GREATER SOUTHWEST BANCSHARES, INC. 401(K) PLAN

401k

Assets$9.0M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GREATER SOUTHWEST BANCSHARES, INC.

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$923K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GREATER SOUTHWEST BANCSHARES, INC. 401(K) PLAN401k$9.0M1132025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GREATER SOUTHWEST BANCSHARES, INC.Fully InsuredBLUECROSS BLUESHIELD OF TEXAS$923K1052025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica