Form 5500 Search

UPSHAW INSURANCE AGENCY

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
9
Active participants
2,533
Total plan assets
$4.6M
Filings (rows)
9
Direct comp
$600K
Indirect comp
$0

SERVICES PROVIDED

Broker9

Top plans served

All 9 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
AMARILLO NATIONAL BANK
AMARILLO NATIONAL BANK HEALTH BENEFIT PLAN AND TRUST
AMARILLO, TX
Broker
AGENT
684$2.3M$162K
AMARILLO NATIONAL BANK
AMARILLO NATIONAL BANK HEALTH BENEFIT PLAN AND TRUST
AMARILLO, TX
Broker
AGENT
700$2.3M$166K
BUDWEISER DISTRIBUTING COMPANY OF BORGER, LP
BUDWEISER DISTRIBUTING COMPANY OF BORGER HEALTH BENEFIT PLAN
AMARILLO, TX
Broker
INSURANCE AGENT
100$31K
CHAMPION FEEDERS, LLC
CHAMPION FEEDERS, LLC
HEREFORD, TX
Broker
INSURANCE AGENT
165$59K
FMC SERVICES, LLC.
FMC SERVICES, LLC. HEALTH BENEFIT PLAN
AMARILLO, TX
Broker
INSURANCE AGENT
259$9K
ATTEBURY GRAIN, LLC
ATTEBURY GRAIN LLC HEALTH BENEFIT PLAN
AMARILLO, TX
Broker
INSURANCE AGENT
79$30K
OPTIMUM HEALTHCARE MANAGEMENT
OPTIMUM HEALTHCARE MANAGEMENT WELFARE BENEFITS PLAN
WILLOW PARK, TX
Broker
BROKER
352$111K
STREET AUTO GROUP
STREET AUTO GROUP HEALTH BENEFIT PLAN
AMARILLO, TX
Broker
INSURANCE AGENT
85$29K
ATTEBURY GRAIN, LLC
ATTEBURY GRAIN LLC HEALTH BENEFIT PLAN
AMARILLO, TX
Broker
INSURANCE AGENT
109$2K