Form 5500 · Employee benefit plan · AMARILLO, TX
AMARILLO NATIONAL BANK
The filing calls this plan AMARILLO NATIONAL BANK HEALTH BENEFIT PLAN AND TRUST.
AMARILLO NATIONAL BANK of AMARILLO, TX insures health, dental, vision, life, disability and stop-loss coverage for its employees, per Schedule A of its Form 5500. Its broker of record is UPSHAW INSURANCE AGENCY. Coverage is written through STEALTH PARTNER GROUP and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-0107099 · plan 501 · plan year 2024, filed Oct 15, 2025
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4,208 other employer plans in Texas have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Self-funded as reported
The plan's financial statement reports paying insurance carriers far less than the premium on its insurance contracts, so most benefits were paid from plan money.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 9 insured contracts covering health, dental, vision, life, disability and stop-loss; the largest, with STEALTH PARTNER GROUP, covers 700 people.
The medical plan carries stop-loss coverage: the filing reports the plan paying its own health claims, with insured protection against large ones.
Reported premium across the insured contracts is $2,663,583, with $177,884 in disclosed broker commissions — about 6.7% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
UPSHAW INSURANCE AGENCY is the broker of record on 8 of the 9 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision | 1,328 | Jan 1, 2025 | $629,422 | $62,942 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 488 | Jan 1, 2025 | $201,627 | $44,358 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 300 | Jan 1, 2025 | $93,681 | $20,610 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 824 | Jan 1, 2025 | $77,426 | $17,034 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 824 | Jan 1, 2025 | $75,524 | $16,615 |
| TOKIO MARINE HCC | — | 701 | Jan 1, 2025 | $113,246 | $11,325 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 44 | Jan 1, 2025 | $146,184 | $3,000 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 44 | Jan 1, 2025 | $96,258 | $2,000 |
| STEALTH PARTNER GROUP | Health, Stop-loss | 700 | Jan 1, 2025 | $1,230,215 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
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