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Sponsor portfolioWelfare / HealthEIN 74-0890992

SECURITY STATE BANK & TRUST

201 WEST MAIN STREET · FREDERICKSBURG, TX 78624
8309977575
Plans filed
2
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$2.4M
No prior year
Persons covered
793
No prior year
Total participants
0
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #503$2.3M
SECURITY STATE BANK & TRUST
Fully insured484 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$113K
SECURITY STATE BANK & TRUST
Fully insured309 covered·1 carrier
Primary: SUN LIFE AND HEALTH INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.3M24.1%
Dental$2.3M24.1%
Vision$2.3M24.1%
Prescription drug$2.3M24.1%
Life$113K1.2%
Long-term disability$113K1.2%
Other$113K1.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDV
$2.3M95.4%11484
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 060893662
LLTDOth
$113K4.6%11309

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FROST INSURANCE AGENCY INCDALLAS, TXUNITEDHEALTHCARE INSURANCE COMPANY$12K$0$12K66.2%1
USI INSURANCE SERVICES LLCHOUSTON, TXUNITEDHEALTHCARE INSURANCE COMPANY$6K$0$6K33.8%1

History & trajectory

10 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
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