401k Plan data: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN plan

EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 401k Plan overview

Plan Name	EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN
Plan identification number	501

EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover

401k Sponsoring company profile

EAST TEXAS FINANCIAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: EAST TEXAS FINANCIAL CORPORATION

Employer identification number (EIN): 751979756

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about EAST TEXAS FINANCIAL CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1984-06-29

Company Identification Number: 0071116600

Legal Registered Office Address: PO BOX 1700

KILGORE
United States of America (USA)
75663

More information about EAST TEXAS FINANCIAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-07-01
501 2021-07-01
501 2020-07-01
501 2019-07-01
501 2018-07-01
501 2017-07-01 SAMMY YORK
501 2016-07-01 SAMMY YORK
501 2015-07-01 SAMMY YORK
501 2014-07-01 SAMMY YORK
501 2013-07-01 SAMMY YORK
501 2012-07-01 SAMMY YORK
501 2011-07-01 SAMMY YORK
501 2010-07-01 SAMMY YORK
501 2009-07-01 SAMMY YORK

Plan Statistics for EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN

401k plan membership statisitcs for EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN

Measure Date Value
2022: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 127
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 127
Total of all active and inactive participants 2022-07-01 127
Total participants 2022-07-01 127
2021: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 130
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 127
Total of all active and inactive participants 2021-07-01 127
Total participants 2021-07-01 127
2020: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 134
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 130
Total of all active and inactive participants 2020-07-01 130
Total participants 2020-07-01 130
2019: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 132
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 134
Total of all active and inactive participants 2019-07-01 134
Total participants 2019-07-01 134
2018: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 132
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 132
Total of all active and inactive participants 2018-07-01 132
Total participants 2018-07-01 132
2017: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 139
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 132
Total of all active and inactive participants 2017-07-01 132
Total participants 2017-07-01 132
2016: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 145
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 139
Total of all active and inactive participants 2016-07-01 139
Total participants 2016-07-01 139
2015: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 290
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 145
Total of all active and inactive participants 2015-07-01 145
Total participants 2015-07-01 0
2014: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 331
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 290
Total of all active and inactive participants 2014-07-01 290
Total participants 2014-07-01 0
2013: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 297
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 331
Total of all active and inactive participants 2013-07-01 331
Total participants 2013-07-01 0
2012: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 273
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 297
Total of all active and inactive participants 2012-07-01 297
Total participants 2012-07-01 0
2011: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 277
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 273
Total of all active and inactive participants 2011-07-01 273
Total participants 2011-07-01 273
2010: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 278
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 277
Total of all active and inactive participants 2010-07-01 277
Total participants 2010-07-01 277
2009: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 275
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 278
Total of all active and inactive participants 2009-07-01 278
Total participants 2009-07-01 278

Measure	Date	Value
2022: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	127
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	127
Total of all active and inactive participants	2022-07-01	127
Total participants	2022-07-01	127
2021: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	130
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	127
Total of all active and inactive participants	2021-07-01	127
Total participants	2021-07-01	127
2020: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	134
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	130
Total of all active and inactive participants	2020-07-01	130
Total participants	2020-07-01	130
2019: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	132
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	134
Total of all active and inactive participants	2019-07-01	134
Total participants	2019-07-01	134
2018: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	132
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	132
Total of all active and inactive participants	2018-07-01	132
Total participants	2018-07-01	132
2017: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	139
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	132
Total of all active and inactive participants	2017-07-01	132
Total participants	2017-07-01	132
2016: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	145
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	139
Total of all active and inactive participants	2016-07-01	139
Total participants	2016-07-01	139
2015: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	290
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	145
Total of all active and inactive participants	2015-07-01	145
Total participants	2015-07-01	0
2014: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	331
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	290
Total of all active and inactive participants	2014-07-01	290
Total participants	2014-07-01	0
2013: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	297
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	331
Total of all active and inactive participants	2013-07-01	331
Total participants	2013-07-01	0
2012: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	273
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	297
Total of all active and inactive participants	2012-07-01	297
Total participants	2012-07-01	0
2011: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	277
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	273
Total of all active and inactive participants	2011-07-01	273
Total participants	2011-07-01	273
2010: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	278
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	277
Total of all active and inactive participants	2010-07-01	277
Total participants	2010-07-01	277
2009: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	275
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	278
Total of all active and inactive participants	2009-07-01	278
Total participants	2009-07-01	278

Form 5500 Responses for EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN

2022: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2021: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: EAST TEXAS FINANCIAL CORP EMPLOYEE HEALTH PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1129009

Policy instance

Insurance contract or identification number	1129009
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $8,693
Total amount of fees paid to insurance company	USD $2,954
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $86,469
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,693
Amount paid for insurance broker fees	2954
Additional information about fees paid to insurance broker	BONUS BASED ON VOLUME
Insurance broker organization code?	3

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

F020697

Policy instance

Insurance contract or identification number	F020697
Number of Individuals Covered	127
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $15,096
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $119,396
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,096
Insurance broker organization code?	3

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

076100

Policy instance

Insurance contract or identification number	076100
Number of Individuals Covered	213
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $51,841
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,536,780
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $51,841
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1129009

Policy instance

Insurance contract or identification number	1129009
Number of Individuals Covered	226
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $9,294
Total amount of fees paid to insurance company	USD $2,114
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $92,743
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,294
Amount paid for insurance broker fees	2114
Additional information about fees paid to insurance broker	BONUS BASED ON VOLUME
Insurance broker organization code?	3

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

F020697

Policy instance

Insurance contract or identification number	F020697
Number of Individuals Covered	115
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $14,334
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $111,215
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,334
Insurance broker organization code?	3

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

076100

Policy instance

Insurance contract or identification number	076100
Number of Individuals Covered	222
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $51,841
Total amount of fees paid to insurance company	USD $1,572
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,694,905
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $51,841
Amount paid for insurance broker fees	1572
Additional information about fees paid to insurance broker	BONUS BASED ON VOLUME
Insurance broker organization code?	3

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

076100

Policy instance

Insurance contract or identification number	076100
Number of Individuals Covered	223
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $52,575
Total amount of fees paid to insurance company	USD $184
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,743,511
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $52,575
Amount paid for insurance broker fees	184
Additional information about fees paid to insurance broker	BONUS BASED ON VOLUME
Insurance broker organization code?	3

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

F020697

Policy instance

Insurance contract or identification number	F020697
Number of Individuals Covered	134
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $13,972
Total amount of fees paid to insurance company	USD $5,460
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $108,607
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,972
Amount paid for insurance broker fees	5460
Additional information about fees paid to insurance broker	BONUS BASED ON VOLUME
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1129009

Policy instance

Insurance contract or identification number	1129009
Number of Individuals Covered	232
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $9,628
Total amount of fees paid to insurance company	USD $1,228
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $101,735
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,628
Amount paid for insurance broker fees	1228
Additional information about fees paid to insurance broker	BONUS BASED ON VOLUME
Insurance broker organization code?	3

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

076100

Policy instance

Insurance contract or identification number	076100
Number of Individuals Covered	240
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $63,652
Total amount of fees paid to insurance company	USD $1,357
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,964,764
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $63,652
Amount paid for insurance broker fees	1357
Additional information about fees paid to insurance broker	BONUS BASED ON VOLUME
Insurance broker organization code?	3

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

F020697

Policy instance

Insurance contract or identification number	F020697
Number of Individuals Covered	132
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $13,116
Total amount of fees paid to insurance company	USD $7,840
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $101,289
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,116
Amount paid for insurance broker fees	7840
Additional information about fees paid to insurance broker	BONUS BASED ON VOLUME
Insurance broker organization code?	3

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

076100

Policy instance

Insurance contract or identification number	076100
Number of Individuals Covered	238
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $60,946
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,893,587
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $43,145
Insurance broker organization code?	3

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

F020697

Policy instance

Insurance contract or identification number	F020697
Number of Individuals Covered	134
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $15,043
Total amount of fees paid to insurance company	USD $3,368
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $115,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,914
Amount paid for insurance broker fees	3368
Additional information about fees paid to insurance broker	BONUS BASED ON VOLUME
Insurance broker organization code?	3

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

076100

Policy instance

Insurance contract or identification number	076100
Number of Individuals Covered	242
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $52,886
Total amount of fees paid to insurance company	USD $1,323
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,778,863
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

F020697

Policy instance

Insurance contract or identification number	F020697
Number of Individuals Covered	129
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $14,509
Total amount of fees paid to insurance company	USD $5,748
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $109,697
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

KM05928715

Policy instance

Insurance contract or identification number	KM05928715
Number of Individuals Covered	355
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $3,505
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $104,764
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

KM05928715

Policy instance

Insurance contract or identification number	KM05928715
Number of Individuals Covered	394
Insurance policy start date	2015-07-01
Insurance policy end date	2016-07-01
Total amount of commissions paid to insurance broker	USD $3,376
Total amount of fees paid to insurance company	USD $2,217
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $96,610
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,376
Amount paid for insurance broker fees	2217
Additional information about fees paid to insurance broker	BONUS BASED ON VOLUME
Insurance broker organization code?	3
Insurance broker name	SCOTT WARD

BLOCK VISION (National Association of Insurance Commissioners NAIC id number: 95387 )

Policy contract number

327010

Policy instance

Insurance contract or identification number	327010
Number of Individuals Covered	273
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $1,403
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $14,049
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,403
Insurance broker organization code?	3
Insurance broker name	RANDALL SCOTT WARD

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

076100

Policy instance

Insurance contract or identification number	076100
Number of Individuals Covered	271
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $50,172
Total amount of fees paid to insurance company	USD $1,530
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,690,659
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $50,172
Amount paid for insurance broker fees	1530
Additional information about fees paid to insurance broker	$1,530 IN BONUS BASED ON VOLUME AND $59 IN NONMONETARY COMPENSATION
Insurance broker organization code?	3
Insurance broker name	RANDALL SCOTT WARD

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

230942

Policy instance

Insurance contract or identification number	230942
Number of Individuals Covered	119
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $6,640
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $44,270
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,640
Insurance broker organization code?	3
Insurance broker name	RANDALL SCOTT WARD

BLOCK VISION (National Association of Insurance Commissioners NAIC id number: 95387 )

Policy contract number

327010

Policy instance

Insurance contract or identification number	327010
Number of Individuals Covered	281
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $1,596
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $15,750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,596
Insurance broker organization code?	3
Insurance broker name	RANDALL SCOTT WARD

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

230942

Policy instance

Insurance contract or identification number	230942
Number of Individuals Covered	129
Insurance policy start date	2015-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $16,610
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $110,794
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,610
Insurance broker organization code?	3
Insurance broker name	RANDALL WARD

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

00488892

Policy instance

Insurance contract or identification number	00488892
Number of Individuals Covered	154
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $11,400
Total amount of fees paid to insurance company	USD $4,988
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $113,997
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,400
Amount paid for insurance broker fees	4988
Additional information about fees paid to insurance broker	BONUS BASED ON VOLUME
Insurance broker organization code?	3
Insurance broker name	RANDALL WARD

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

076100

Policy instance

Insurance contract or identification number	076100
Number of Individuals Covered	290
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $51,979
Total amount of fees paid to insurance company	USD $2,040
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,777,782
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $51,979
Amount paid for insurance broker fees	2040
Additional information about fees paid to insurance broker	BONUS BASED ON VOLUME
Insurance broker organization code?	3
Insurance broker name	RANDALL SCOTT WARD

BLOCK VISION (National Association of Insurance Commissioners NAIC id number: 95387 )

Policy contract number

327010

Policy instance

Insurance contract or identification number	327010
Number of Individuals Covered	168
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $1,543
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $15,613
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,543
Insurance broker organization code?	3
Insurance broker name	THE WARD AGENCY

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

076100

Policy instance

Insurance contract or identification number	076100
Number of Individuals Covered	331
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $51,007
Total amount of fees paid to insurance company	USD $1,848
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,715,575
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $51,007
Amount paid for insurance broker fees	1848
Additional information about fees paid to insurance broker	BONUS BASED ON VOLUME
Insurance broker organization code?	3
Insurance broker name	RANDALL SCOTT WARD

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

00488892

Policy instance

Insurance contract or identification number	00488892
Number of Individuals Covered	172
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $12,829
Total amount of fees paid to insurance company	USD $3,173
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $128,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,829
Amount paid for insurance broker fees	3173
Additional information about fees paid to insurance broker	BONUS BASED ON VOLUME
Insurance broker organization code?	3
Insurance broker name	RANDALL WARD

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

230942

Policy instance

Insurance contract or identification number	230942
Number of Individuals Covered	142
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $16,155
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $107,702
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,155
Insurance broker organization code?	3
Insurance broker name	RANDALL WARD

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

076100 079430

Policy instance

Insurance contract or identification number	076100 079430
Number of Individuals Covered	297
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $44,947
Total amount of fees paid to insurance company	USD $3,110
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,497,671
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $44,947
Amount paid for insurance broker fees	3110
Additional information about fees paid to insurance broker	$3,045 IN BONUS BASED ON VOLUME AND $65 IN NONMONETARY COMP
Insurance broker organization code?	3
Insurance broker name	RANDALL SCOTT WARD

SUPERIOR VISION INSURANCE PLAN OF WISCONSIN, INC (National Association of Insurance Commissioners NAIC id number: 52005 )

Policy contract number

327010

Policy instance

Insurance contract or identification number	327010
Number of Individuals Covered	158
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $1,389
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $15,077
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,389
Insurance broker name	RANDALL SCOTT WARD

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

10691

Policy instance

Insurance contract or identification number	10691
Number of Individuals Covered	301
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $28,307
Total amount of fees paid to insurance company	USD $43
Dental Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	VOL LIFE AND AD&D
Welfare Benefit Premiums Paid to Carrier	USD $204,116
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	43
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATION FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $28,307
Insurance broker name	RANDALL SCOTT WARD

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

076100 079430

Policy instance

Insurance contract or identification number	076100 079430
Number of Individuals Covered	273
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $43,072
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,435,548
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

10691

Policy instance

Insurance contract or identification number	10691
Number of Individuals Covered	145
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $30,670
Total amount of fees paid to insurance company	USD $38
Dental Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	VOL LIFE AND AD&D
Welfare Benefit Premiums Paid to Carrier	USD $197,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

BLOCK VISION (National Association of Insurance Commissioners NAIC id number: 95387 )

Policy contract number

327010

Policy instance

Insurance contract or identification number	327010
Number of Individuals Covered	146
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $1,248
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $14,732
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

B5528

Policy instance

Insurance contract or identification number	B5528
Number of Individuals Covered	148
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $5,060
Total amount of fees paid to insurance company	USD $2,050
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $116,826
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000ABET

Policy instance

Insurance contract or identification number	G000ABET
Number of Individuals Covered	115
Insurance policy start date	2010-07-01
Insurance policy end date	2011-07-01
Total amount of commissions paid to insurance broker	USD $18,730
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	VOL LIFE AND AD&D
Welfare Benefit Premiums Paid to Carrier	USD $93,911
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

0712441

Policy instance

Insurance contract or identification number	0712441
Number of Individuals Covered	277
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $36,111
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,252,904
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	EAST TEXAS FINANCIAL CORPORATION
Employer identification number (EIN):	751979756
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1984-06-29
Company Identification Number:	0071116600
Legal Registered Office Address:	PO BOX 1700 KILGORE United States of America (USA) 75663