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Sponsor portfolioWelfare / HealthEIN 75-1747054

THE AMERICAN NATIONAL BANK OF TEXAS

102 WEST MOORE AVENUE · TERRELL, TX 751603140
9725632611
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$944K
No prior year
Persons covered
1,313
No prior year
Total participants
573
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$944K
THE AMERICAN NATIONAL BANK OF TEXAS EMPLOYEE WELFARE BENEFITS PLAN
Fully insured1,313 covered·6 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$587K25.6%
Life$436K19.0%
Short-term disability$436K19.0%
Long-term disability$436K19.0%
Dental$296K12.9%
Vision$60K2.6%
Health$47K2.1%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$436K46.2%11571
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
D
$296K31.4%11452
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
Oth
$79K8.4%111,313
EYEMED VISION CARE
EIN 430949844
V
$60K6.4%11749
UCM DIGITAL HEALTH
EIN 465587502
HOth
$47K5.0%111,232
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
Oth
$25K2.7%11550

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, UNITED OF OMAHA LIFE INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY, ZURICH AMERICAN INSURANCE COMPANY$101K$33K$134K100.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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