Amarillo National Bank Health Benefit Plan And Trust — Form 5500 plan (Amarillo National Bank)
Plain-English plan 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, Amarillo National Bank Health Benefit Plan And Trust is a benefit plan reported by Amarillo National Bank under EIN 75-0107099 and plan number 501. The latest loaded filing year is 2023. The filing reports 663 participants and $2,324,138 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amarillo National Bank
- EIN
- 75-0107099
- Plan number
- 501
- Plan type
- 2
- Location
- Amarillo, TX
- Latest filing year
- 2023
- Participants
- 663
- End-of-year plan assets
- $2,324,138
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 663 | H, C | 20241015154508NAL0028985425009 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,324,138
- Total liabilities (EOY)
- $490,181
- Net assets (EOY)
- $1,833,957
- Net assets (BOY)
- $1,353,920
Income & contributions
- Employer contributions
- $8,019,419
- Participant contributions
- $1,039,782
- Total contributions
- $9,059,201
- Total income / additions
- $9,162,105
Expenses & distributions
- Benefits paid
- $8,201,906
- Administrative expenses
- $480,162
- Total expenses
- $8,682,068
- Net increase / (decrease)
- $480,037
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Insurance Management Services | TPA | $227,931 | not reported in the loaded dataset | 2023 |
| Upshaw Insurance Agency | AGENT | $162,282 | not reported in the loaded dataset | 2023 |
| American Health Holding, Inc. | TELEMEDICINE | $5,292 | not reported in the loaded dataset | 2023 |