Plan Ledger DOL Form 5500 · updated monthly

Legend Bank, N.A.benefits

Legend Bank, N.A. Health and Welfare Plan · DECATUR, TX · plan year 2025

Broker compensation reported · 2025
$117,305

Legend Bank, N.A.'s benefits plans covered 193 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $117,305 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $608 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 7.3% from $109,286 in 2024.

Insurance contracts · 20254
VISION SERVICE PLAN · visionpremiums n/a · 136 covered
AFLACpremiums n/a · 34 covered
BLUECROSS BLUESHIELD OF TEXAS · health dentalpremiums n/a · 368 covered
DEARBORN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 195 covered
Brokers & agents paid · 20255
STEPHENS BASTIAN & CARTWRIGHT, LP.$91,928 · incl $1,632 fees
STEPHENS, BASTIAN & CARTWRIGHT LP$20,717 · incl $9,454 fees
STEPHENS BASTIAN AND CARTWRIGHT LP$1,352
STEPHENS BASTIAN & CARTWRIGHT$1,308
20 individual agents · names withheld$2,000

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 750150372 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.