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Form 5500 · Employee benefit plan · SAN ANTONIO, TX

VANTAGE BANK TEXAS

VANTAGE BANK TEXAS's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in March.

Benefits broker of record
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-0856797 · plan 501 · as of Jul 2026

Participants
458
Carriers on file
4
Disclosed commissions
$70,627
Renewal month
March

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife, Disability483March$36,338
AETNA LIFE INSURANCE COMPANY358March$29,595
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision794March$3,454
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD54March$1,240

Questions

Who is VANTAGE BANK TEXAS's benefits broker?

Per its most recent Form 5500 Schedule A, VANTAGE BANK TEXAS's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does VANTAGE BANK TEXAS use?

VANTAGE BANK TEXAS's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 4 disclosed carriers.

When does VANTAGE BANK TEXAS's group plan renew?

The most recent Schedule A policy period for VANTAGE BANK TEXAS ended in March. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from VANTAGE BANK TEXAS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.