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Sponsor portfolioTH

THE AMERICAN NATIONAL BANK OF TEXAS

EIN 75-1747054-banking-Latest filing 2024
Plans
3
Retirement
2
$103.2M assets
Welfare
1
$944K premiums
Participants
2,002
102 W MOORE AVE - TERRELL, TX 75160972-524-3411anbtx.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002401k-$68.5M - 713 part#003ESOP-$34.6M - 716 part#501Fully Insured-$944K - 1,313 lives

Retirement portfolio analytics

2 plans aggregated / $103.2M assets / 1,429 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PROFIT SHARING PLAN (#002)66%
  • EMPLOYEE STOCK OWNERSHIP (#003)34%
Total $103.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)716
  • PROFIT SHARING PLAN (#002)713
Total 1,429Click row to drill in

Benefits portfolio analytics

1 plan / $944K premiums / 1,313 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$587K
  • Life$436K
  • Short-term disability$436K
  • Long-term disability$436K
  • Dental$296K
  • Vision$60K
  • +1 more
Total $944K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY46%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY31%
  • RELIASTAR LIFE INSURANCE COMPANY8%
  • EYEMED VISION CARE6%
  • UCM DIGITAL HEALTH5%
  • +1 more
Total $944K6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $134K1 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

THE AMERICAN NATIONAL BANK OF TEXAS 401(K) PROFIT SHARING PLAN

401k

Assets$68.5M
Participants713
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE AMERICAN NATIONAL BANK OF TEXAS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$34.6M
Participants716
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE AMERICAN NATIONAL BANK OF TEXAS EMPLOYEE WELFARE BENEFITS PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$944K
Covered lives1,313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE AMERICAN NATIONAL BANK OF TEXAS 401(K) PROFIT SHARING PLAN401k$68.5M7132024
003THE AMERICAN NATIONAL BANK OF TEXAS EMPLOYEE STOCK OWNERSHIP PLANESOP$34.6M7162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE AMERICAN NATIONAL BANK OF TEXAS EMPLOYEE WELFARE BENEFITS PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$944K1,3132024
Retirement plans
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