# JEFFERSON BANK COMPREHENSIVE WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **JEFFERSON BANK**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | JEFFERSON BANK |
| EIN | 741034487 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | SAN ANTONIO, TX |
| Industry | banking |
| Funding | fully insured |
| Total premiums | $5.8M |
| Participants | 328 |
| Persons covered | 766 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Health, Dental |
| HARTFORD LIFE AND ACCIDENT | Life, LTD, Other |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, LTD, Other |
| METLIFE LEGAL PLANS | Other |
| DEARBORN LIFE INSURANCE COMPANY | Vision |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |
| MEDICAL AIR SERVICES ASSOCIATION, INC. | Other |
| DEER OAKS EAP SERVICES, LLC | Other |

## Brokers

| Broker | Placed with |
|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | BLUECROSS BLUESHIELD OF TEXAS |
| HUB INTERNATIONAL MIDWEST LIMITED | HARTFORD LIFE AND ACCIDENT |
| HUB INTERNATIONAL MIDWEST LIMITED | GUARDIAN |
| CATTO & CATTO BENEFITS GROUP LLP | METROPOLITAN LIFE INSURANCE COMPANY |
| HUB INTERNATIONAL MIDWEST LIMITED | METROPOLITAN LIFE INSURANCE COMPANY |
| ALERA GROUP, INC. | METROPOLITAN LIFE INSURANCE COMPANY |
| HUB INTERNATIONAL MIDWEST LIMITED | DEARBORN LIFE INSURANCE COMPANY |
| HUB INTERNATIONAL MIDWEST LIMITED | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| HUB INTERNATIONAL MIDWEST LIMITED | MEDICAL AIR SERVICES ASSOCIATION, INC. |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/741034487-501
- Cite as: PlanOptica, https://planoptica.com/welfare/741034487-501
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