2023 Form 5500 filing — Amarillo National Bank Health Benefit Plan And Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015154508NAL0028985425009) for Amarillo National Bank Health Benefit Plan And Trust, reported by Amarillo National Bank under EIN 75-0107099 and plan number 501. It reports 663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154508NAL0028985425009
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amarillo National Bank
- EIN
- 75-0107099
- Plan number
- 501
- Location
- Amarillo, TX
- Participants
- 663
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,324,138
- Total liabilities (EOY)
- $490,181
- Net assets (EOY)
- $1,833,957
- Employer contributions
- $8,019,419
- Participant contributions
- $1,039,782
- Total income / additions
- $9,162,105
- Benefits paid
- $8,201,906
- Administrative expenses
- $480,162
- Total expenses
- $8,682,068
- Net increase / (decrease)
- $480,037
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Insurance Management Services | TPA | $227,931 | not reported in the loaded dataset |
| Upshaw Insurance Agency | AGENT | $162,282 | not reported in the loaded dataset |
| American Health Holding, Inc. | TELEMEDICINE | $5,292 | not reported in the loaded dataset |