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Sponsor portfolio

INWOOD NATIONAL BANK

EIN 75-1160447-banking-Latest filing 2025
Plans
3
Retirement
1
$46.7M assets
Welfare
2
$2.7M premiums
Participants
490
1100 CENTENNIAL BLVD - RICHARDSON, TX 750815853214-351-8702inwoodbank.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002401k-$46.7M - 283 part#501Mewa-$2.3M - 365 lives#502Mixed-$385K - 183 lives

Benefits portfolio analytics

2 plans / $2.7M premiums / 548 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$135K
  • Vision$135K
  • Other$125K
  • Life$75K
  • Long-term disability$36K
  • Short-term disability$13K
Total $385K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY46%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA35%
  • AFLAC19%
Total $385K3 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • MARSH & MCLENNAN AGENCY LLC73%
  • HIGGINBOTHAM INS AGENCY INC14%
  • GAY M HUNDLEY2%
  • ALLEN FINANCIAL GROUP2%
  • ANN K GRAVSETH2%
  • +3 more
Total $48K8 slices

Plan deep-dives

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

INWOOD NATIONAL BANK 401(K) PLAN

401k

Assets$46.7M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INWOOD NATIONAL BANK EMPLOYEE BENEFITS PLAN

Mewa - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.3M
Covered lives365
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

INWOOD NATIONAL BANK EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$385K
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002INWOOD NATIONAL BANK 401(K) PLAN401k$46.7M2832024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INWOOD NATIONAL BANK EMPLOYEE BENEFITS PLANMewaUNITEDHEALTHCARE INSURANCE COMPANY$2.3M3652024
502INWOOD NATIONAL BANK EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$385K1832025
Retirement plans
Welfare plans
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