Plan Snapshot
- Plan Sponsor: American National Insurance Company
- Sponsor EIN: 740484030
- Sponsor Address: ONE MOODY PLAZA, GALVESTON, TX, 77550
- Plan Type: 401(k)
- Total Participants: 4,224
- Total Assets: $418.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 4,224 | $418.9M | $11.9M | $21.1M |
| 2022 | 4,569 | $369.7M | $11.2M | $21.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PANNEL KERR FORSTER OF TEXAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $267,843 | $267,843 | — | — | — |
| 2022 | $273,554 | $273,554 | — | — | — |