Plan Ledger DOL Form 5500 · updated monthly

Amarillo National Bankbenefits

Amarillo National Bank Health Benefit Plan and Trust · AMARILLO, TX · plan year 2024

Broker compensation reported · 2024
$198,618

Amarillo National Bank's benefits plans covered 700 active participants in 2024, providing health · life · dental · vision · long-term disability · short-term disability. Insurance brokers and agents were paid $198,618 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $284 per covered person, above the median for employer plans that report broker pay. Broker pay rose 6.2% from $187,029 in 2023.

Insurance contracts · 20249
AMERITAS LIFE INSURANCE CORP · dental visionpremiums n/a · 1,328 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 824 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 824 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 300 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 488 covered
TOKIO MARINE HCCpremiums n/a · 701 covered
STEALTH PARTNER GROUP · health stop-losspremiums n/a · 700 covered
UNITED HEALTHCARE INSURANCE COMPANY · drugpremiums n/a · 44 covered
UNITED HEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 44 covered
Brokers & agents paid · 20241
UPSHAW INSURANCE AGENCY INC$198,618 · incl $20,734 fees
Also brokered by Upshaw Insurance Agency Inc5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 750107099 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.