Plan Ledger DOL Form 5500 · updated monthly

Lone Star National Bankbenefits

Lone Star National Bank Employee Benefit Plan · MCALLEN, TX · plan year 2024

Broker compensation reported · 2024
$383,342

Lone Star National Bank's benefits plans covered 549 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $383,342 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $698 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 97% from $194,109 in 2023.

Insurance contracts · 20248
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 657 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 657 covered
THE LINCOLN NATIONAL INSURANCE COMPANYpremiums n/a · 545 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 425 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 1,001 covered
COMBINED INSURANCE · life ltdpremiums n/a · 75 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 279 covered
Brokers & agents paid · 202410
LONE STAR INSURANCE SERVICES INC$297,081 · incl $221,796 fees
TIMOTHY COBB$12,828 · incl $7,848 fees
LONE STAR INSURANCE SVCS INC$62,832
SA GENERAL AGENCY INC$6,143 · incl $1,364 fees
KRISTI KAY OSBORNE$1,276 · incl $612 fees
HORIZON BENEFITS LLC$589
SALAZAR INSURANCE GROUP LLC$7
B T WILKING INC$1
20 individual agents · names withheld$2,573

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.

Also brokered by Lone Star Insurance Services Inc1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 742237409 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.