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Sponsor portfolio

VERITEX COMMUNITY BANK

EIN 76-0752296-banking-Latest filing 2025
Plans
2
Retirement
1
$18.5M assets
Welfare
1
$12.5M premiums
Participants
1,392
8214 WESTCHESTER DRIVE, SUITE 400 - DALLAS, TX 75225972-349-6135veritexbank.comLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#001401k-$18.5M - 532 part#501Fully Insured-$12.5M - 1,370 lives

Benefits portfolio analytics

1 plan / $12.5M premiums / 1,370 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.8M
  • Dental$11.8M
  • Prescription drug$11.8M
  • Life$740K
  • Short-term disability$740K
  • Long-term disability$740K
  • +1 more
Total $12.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Total $12.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $194K1 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

VERITEX COMMUNITY BANK 401(K) PLAN

401k

Assets$18.5M
Participants532
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VERITEX EMPLOYEE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$12.5M
Covered lives1,370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VERITEX COMMUNITY BANK 401(K) PLAN401k$18.5M5322025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VERITEX EMPLOYEE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$12.5M1,3702024
Retirement plans
Welfare plans
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