# GREATER SOUTHWEST BANCSHARES, INC.

Health and welfare plan sponsored by **GREATER SOUTHWEST BANCSHARES, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | GREATER SOUTHWEST BANCSHARES, INC. |
| EIN | 752160388 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | GRAPEVINE, TX |
| Industry | Finance and Insurance |
| Funding | fully insured |
| Total premiums | $923K |
| Participants | 105 |
| Persons covered | 105 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Health |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, STD, LTD, Other |
| AFLAC | Other |
| GLOBE LIFE AND ACCIDENT INSURANCE COMPANY | Health, STD, Indemnity, Other |
| LYRIC | Other |

## Brokers

| Broker | Placed with |
|---|---|
| ACRISURE LLC | BLUECROSS BLUESHIELD OF TEXAS |
| ACRISURE LLC | GUARDIAN |
| ACRISURE LLC | AFLAC |
| DELPHINE B HUDDELSTON | AFLAC |
| ZACHARY K JOHNSON | AFLAC |
| THOMAS G MONTGOMERY | AFLAC |
| JAMES DOWNES | AFLAC |
| SYLIVIA LARA | AFLAC |
| GUSTAVO ARRIAGA II | AFLAC |
| ALLEN MOORMAN AGENCY INC | AFLAC |
| CHRISTI HOLT | AFLAC |
| MARCO JOE KLIMEK | AFLAC |
| HUB INTERNATIONAL MIDWEST LIMITED | AFLAC |
| JASON ROBERTS | AFLAC |
| TERESA L LEWIS | AFLAC |
| JOHN M JOHNSON | AFLAC |
| SHNISE W NICHOLS | AFLAC |
| DAVID HUDDELSTON | AFLAC |
| PATRICIA R ALDAPE | AFLAC |
| JEFFREY M SATTERLEE | AFLAC |
| MICHAEL A MAYER | AFLAC |
| THE BLUE ORANGE SOLUTIONS, LLC | AFLAC |
| CLARIBEL LUPE DELEON | AFLAC |
| T HOWDESHELL | AFLAC |
| BENINTEL, LLC | AFLAC |
| MARJORIE LYNN SAENZ | AFLAC |
| DAVID W SCOTT | AFLAC |
| KRISTY ANN MOOREHEAD | AFLAC |
| MARY CATHERINE WILLIAMS | AFLAC |
| ADVANCED BENEFIT SOLUTIONS INC | GLOBAL LIFE AND ACCIDENT INSURANCE COMPANY |
| MAURICIO R PLATT | AFLAC |
| LOU HENRY COOPER | AFLAC |
| CRAIG S DAVIES | AFLAC |
| ROBERT SHEPARD COOPER | AFLAC |
| H BRUMLEY | AFLAC |
| WENDY CRUZ | AFLAC |

## 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/752160388-501
- Cite as: PlanOptica, https://planoptica.com/welfare/752160388-501
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