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Sponsor portfolio

AMERICAN FIRST NATIONAL BANK

EIN 76-0555667-banking-Latest filing 2025
Plans
2
Retirement
1
$68.4M assets
Welfare
1
$2.8M premiums
Participants
776
9999 BELLAIRE BLVD - HOUSTON, TX 770363499713-596-2886afnb.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001401k-$68.4M - 278 part#501Fully Insured-$2.8M - 498 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 498 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Dental$2.7M
  • Prescription drug$2.7M
  • Stop-loss$2.7M
  • Life$102K
  • Long-term disability$102K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Total $2.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STEPHEN ERIC HEBERT100%
Total $56K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AMERICAN FIRST NATIONAL BANK 401K RETIREMENT SAVINGS PLAN

401k

Assets$68.4M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERICAN FIRST NATIONAL BANK EMPLOYEE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.8M
Covered lives498
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN FIRST NATIONAL BANK 401K RETIREMENT SAVINGS PLAN401k$68.4M2782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERICAN FIRST NATIONAL BANK EMPLOYEE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$2.8M4982025
Retirement plans
Welfare plans
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