PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. VANTAGE BANK TEXAS

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 74-0856797

VANTAGE BANK TEXAS

45 NE LOOP 410, SUITE 500 · SAN ANTONIO, TX 78216
2104085705
Plans filed
1
Years active
2019–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$713K
No prior year
Persons covered
794
No prior year
Total participants
483
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$713K
VANTAGE BANK TEXAS HEALTH & WELFARE PLAN
Mixed794 covered·4 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$416K22.2%
Dental$296K15.8%
Vision$296K15.8%
Life$287K15.4%
Short-term disability$287K15.4%
Long-term disability$287K15.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$296K41.6%11794
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$287K40.3%11483
AETNA LIFE INSURANCE COMPANY
EIN 066033492
Oth
$118K16.6%11358
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$10K1.4%1154

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, METROPOLITAN LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY$71K$18K$89K100.0%1

History & trajectory

7 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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