# LONE STAR NATIONAL BANK EMPLOYEE BENEFIT PLAN

Health and welfare plan sponsored by **LONE STAR NATIONAL BANK**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | LONE STAR NATIONAL BANK |
| EIN | 742237409 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | MCALLEN, TX |
| Industry | banking |
| Funding | fully insured |
| Total premiums | $5.9M |
| Participants | 465 |
| Persons covered | 1,488 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision |
| LINCOLN FINANCIAL GROUP | Other, STD, LTD, Life |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Other |
| COMBINED INSURANCE COMPANY OF AMERICA | Life, LTD |

## Brokers

| Broker | Placed with |
|---|---|
| LONE STAR BENEFITS INC | UNITEDHEALTHCARE INSURANCE COMPANY |
| LONE STAR BENEFITS INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SA GENERAL AGENCY INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KRISTI KAY OSBORNE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| TIMOTHY COBB | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SHAWN OSBORNE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DANIEL MARTIN ROMAN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| WYNONA TAYLOR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| THOMAS SNYDER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| HORIZON BENEFITS LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ROBERTO RAMIREZ | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MICHAEL ANTHONY CHANDLER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| N PAULINE FERRELL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| PAUL J PIPER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DION CHAVEZ | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| WILLIS TOWERS WATSON US LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SALAZAR INSURANCE GROUP LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CHRISTOPHER D TYLER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KAREN TYLER-DUNN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| TIMOTHY J REED | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DONNA SWINNEA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| REGINA SWINNEA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JORGE ALEJANDRO MONTEMAYOR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ELIZABETH C ROBERTS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KEVIN D DOTY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| BRUCE D AKERS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ROBERT CHAMPION | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| B T WILKING INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SABRINA SANTILLAN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| LONE STAR BENEFITS INC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| LONE STAR BENEFITS INC | THE LINCOLN NATIONAL INSURANCE COMPANY |
| LONE STAR BENEFITS INC | COMBINED INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/742237409-501
- Cite as: PlanOptica, https://planoptica.com/welfare/742237409-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers