PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. TEXAS CAPITAL BANCSHARES, INC.
Sponsor portfolio

TEXAS CAPITAL BANCSHARES, INC.

EIN 75-2679109-banking-Latest filing 2024
Plans
2
Retirement
1
$296.9M assets
Welfare
1
$2.4M premiums
Participants
4,581
2000 MCKINNEY AVE SUITE 700 - DALLAS, TX 75201512-726-8776LinkedIn1-10 employeesbanking
Plans on this EIN
2 filings
#001401k-$296.9M - 2,739 part#502Mixed-$2.4M - 3,017 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 3,017 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$867K
  • Short-term disability$526K
  • Long-term disability$442K
  • Other$325K
  • Vision$245K
Total $2.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA81%
  • EYEMED VISION CARE10%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $124K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TEXAS CAPITAL 401(K) PLAN

401k

Assets$296.9M
Participants2,739
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TEXAS CAPITAL BANCSHARES, INC EMPLOYEE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2.4M
Covered lives3,017
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TEXAS CAPITAL 401(K) PLAN401k$296.9M2,7392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TEXAS CAPITAL BANCSHARES, INC EMPLOYEE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$2.4M3,0172024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica