Plan Snapshot
- Plan Sponsor: East Texas Bancshares, INC.
- Sponsor EIN: 760151437
- Sponsor Address: 112 WEST POLK, LIVINGSTON, TX, 77351
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 117
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 117 | $0 | $0 | $0 |
| 2024 | 122 | $0 | $1.1M | $68,450 |
| 2023 | 116 | $0 | $960,838 | $69,625 |
| 2022 | 119 | $0 | $969,324 | $69,325 |
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 |
|---|---|---|---|---|
| INSURANCE MANAGEMENT SERVICES | Recordkeeper | $58,988 | — | $58,988 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,988
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 |
|---|---|---|---|---|---|
| 2025 | $1,046,285 | — | $84,440 | — | — |
| 2024 | $102,944 | — | $102,944 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $95,016 | — | $56,499 | — | — |