Form 5500 · Employee benefit plan · SAN ANTONIO, TX
JEFFERSON BANK
JEFFERSON BANK of SAN ANTONIO, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HUB INTERNATIONAL TEXAS, INC.. Coverage is written through GUARDIAN and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1034487 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| GUARDIAN | Dental, Vision, Life, Disability | 376 | December | $93,444 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 360 | December | $5,741 |
| MEDICAL AIR SERVICES ASSOCIATION, INC. | — | 77 | December | $2,621 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 0 | December | $6 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 0 | December | $6 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 0 | December | $3 |
| DEER OAKS EAP SERVICES, LLC | — | 378 | December | $0 |
| BLUECROSS BLUESHIELD OF TEXAS | Health | 711 | December | $0 |
Questions
Who is JEFFERSON BANK's benefits broker?
Per its most recent Form 5500 Schedule A, JEFFERSON BANK's broker of record is HUB INTERNATIONAL TEXAS, INC..
What insurance carrier does JEFFERSON BANK use?
JEFFERSON BANK's benefit plan is written through GUARDIAN, among 8 disclosed carriers.
When does JEFFERSON BANK's group plan renew?
The most recent Schedule A policy period for JEFFERSON BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from JEFFERSON BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.