Form 5500 · Employee benefit plan · HOUSTON, TX
WALLIS BANK
WALLIS BANK's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES SOUTHWEST. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 2 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 76-0567959 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Health | 253 | March | $58,050 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 223 | March | $26,492 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision | 146 | March | $10,133 |
Questions
Who is WALLIS BANK's benefits broker?
Per its most recent Form 5500 Schedule A, WALLIS BANK's broker of record is USI INSURANCE SERVICES SOUTHWEST.
What insurance carrier does WALLIS BANK use?
WALLIS BANK's benefit plan is written through BLUECROSS BLUESHIELD OF TEXAS, among 3 disclosed carriers.
When does WALLIS BANK's group plan renew?
The most recent Schedule A policy period for WALLIS BANK ended in March. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WALLIS BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.