Plan Ledger DOL Form 5500 · updated monthly

First National Assets Management, LLCbenefits

First National Assets Management, LLC Wrap Plan · AUSTIN, TX · plan year 2024

Broker compensation reported · 2024
$23,447

First National Assets Management, LLC's benefits plan covered 75 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $23,447 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $313 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20243
HEALTH CARE SERVICE CORPORATION · health dentalpremiums n/a · 143 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 73 covered
DEARBORN LIFE INSURANCE COMPANY · visionpremiums n/a · 62 covered
Brokers & agents paid · 20241
HIGGINBOTHAM INSURANCE AGENCY, INC$23,447 · incl $5,114 fees
Also brokered by Higginbotham Insurance Agency, Inc5
Dixieco, LLC TX$275,985

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 200842769 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.