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Sponsor portfolio

MOODY NATIONAL BANK

EIN 74-0560665-Latest filing 2025
Plans
2
Retirement
1
$13.7M assets
Welfare
1
$22K premiums
Participants
391
2302 POST OFFICE ST. - GALVESTON, TX 77550409-632-5264
Plans on this EIN
2 filings
#002401k-$13.7M - 245 part#504Fully Insured-$22K - 146 lives

Benefits portfolio analytics

1 plan / $22K premiums / 146 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$22K
  • Long-term disability$22K
  • Other$22K
Total $22K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $22K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ROBERT L. MOODY, JR.100%
Total $6K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MOODY NATIONAL BANK 401(K) PLAN

401k

Assets$13.7M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

GROUP LONG TERM DISABILITY PLAN FOR EMPLOYEES OF MOODY NATIONAL BANK

Fully Insured - THE HARTFORD LIFE AND ACCIDENT

Premiums$22K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MOODY NATIONAL BANK 401(K) PLAN401k$13.7M2452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504GROUP LONG TERM DISABILITY PLAN FOR EMPLOYEES OF MOODY NATIONAL BANKFully InsuredTHE HARTFORD LIFE AND ACCIDENT$22K1462025
Retirement plans
Welfare plans
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