Plan Ledger DOL Form 5500 · updated monthly

North Dallas Bank & Trustbenefits

North Dallas Bank & Trust Health and Welfare Plan · DALLAS, TX · plan year 2025

Broker compensation reported · 2025
$140,956

North Dallas Bank & Trust's benefits plans covered 168 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $125,100. Insurance brokers and agents were paid $140,956 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 112.7% of premiums. That is $839 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 2.8% from $137,065 in 2024.

Insurance contracts · 20257
STANDARD INSURANCE COMPANY · life$79K · 192 covered
STANDARD INSURANCE COMPANY · ltd$46K · 169 covered
HEALTHIESTYOU C/O TELADOC HEALTH INCpremiums n/a · 170 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 18 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 218 covered
HEALTH CARE SERVICE CORPORATION · health dentalpremiums n/a · 255 covered
Brokers & agents paid · 20258
IMA INC-000$113,888 · incl $8,062 fees
IMA INC$18,816
IMA$5,049
IMA, INC.$2,825 · incl $5 fees
SYMPHONY RISK SOLUTIONS LLC$84
IMA, INC$70 · incl $70 fees
Individual agent · names withheld$85

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 Ima5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 751050136 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.