Original filing (PDF)20251015220452NAL0007541216001

FIRST AMERICAN BANK

Name: FIRST AMERICAN BANK — FIRST AMERICAN BANK WELFARE BENEFITS PLAN, Form 5500 (2024)
Creator: FIRST AMERICAN BANK

Form 5500

FILING_RECEIVED

FIRST AMERICAN BANK WELFARE BENEFITS PLAN

Health & welfare plan

Signals · 3

100% in single holding~7973 bps in Sched C feesNo recordkeeper disclosed

Active participants

200

Accounts w/ balance

—

Plan assets (EOY)

$179K

Net assets (EOY)

$179K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST AMERICAN BANK.

Plan sponsor

Name

FIRST AMERICAN BANK

EIN

85-0020635

Address

303 W. MAIN STREET · ARTESIA, NM · 882103719

Phone

(575) 736-8936

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4H · Long-Term Disability

4Q · Other

Audit & trust (Schedule H)

Auditor

BAKER TILLY US LLP

Trustee / custodian

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BLUECROSS BLUESHIELD OF NEW MEXICO	36-1236610	—	NONE	$126K	—
AON CORPORATION	22-2232264	—	NONE	$17K	—

Investments

1 direct security· $179K(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Money Market - First American Bank Institutional Money Market Money market account-var. interest rate	—	—	$179K	$179K	100.0%

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