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Sponsor portfolioWelfare / HealthEIN 84-1595367

AMG NATIONAL TRUST BANK

6295 GREENWOOD PLAZA BLVD. · GREENWOOD VILLAGE, CO 80111
8009992190
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
285
No prior year
Total participants
145
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.5M
AMG NATIONAL TRUST BANK HEALTH & WELFARE BENEFIT PLAN
Fully insured285 covered·5 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.2M71.4%
Other$195K6.4%
Life$174K5.7%
Short-term disability$174K5.7%
Long-term disability$174K5.7%
Dental$130K4.3%
Vision$23K0.7%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$2.2M86.2%11113
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LSTDLTDOth
$174K6.9%11285
DELTA DENTAL OF CALIFORNIA
EIN 834416613
D
$130K5.2%11263
VISION SERVICE PLAN
EIN 061227840
V
$23K0.9%1196
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
Oth
$21K0.8%1236

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AON CONSULTING INCCHICAGO, ILVISION SERVICE PLAN, PRUDENTIAL INSURANCE COMPANY OF AMERICA, DELTA DENTAL OF COLORADO, UNITED HEALTHCARE INSURANCE COMPANY$113K$0$113K97.3%1
CUSTOM BENEFIT PROGRAMS INCHAMMONTON, NJCIGNA HEALTH AND LIFE INSURANCE COMPANY$3K$112$3K2.7%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$18$180.0%1

History & trajectory

11 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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