Form 5500 · Employee benefit plan · LUBBOCK, TX
WESTERN BANK
Public Form 5500 records show how WESTERN BANK (LUBBOCK, TX) structures its employee benefits. Its broker of record is TOMMY MORRIS AGENCY LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-0962570 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 90 | December | $4,151 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 137 | December | $3,876 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 44 | December | $1,921 |
| UNITED HEALTHCARE INSURANCE COMPANY | Dental, Vision | 100 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 136 | December | $0 |
| UNITED HEALTHCARE SERVICES INC. | Health, Stop-loss | 100 | December | $0 |
Questions
Who is WESTERN BANK's benefits broker?
Per its most recent Form 5500 Schedule A, WESTERN BANK's broker of record is TOMMY MORRIS AGENCY LLC.
What insurance carrier does WESTERN BANK use?
WESTERN BANK's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 6 disclosed carriers.
When does WESTERN BANK's group plan renew?
The most recent Schedule A policy period for WESTERN BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WESTERN BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.