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Sponsor portfolioTH

OAKWORTH CAPITAL BANK

EIN 26-1866970-financial services-Latest filing 2025
Plans
5
Retirement
1
$20.9M assets
Welfare
4
$2.5M premiums
Participants
338
850 SHADES CREEK PARKWAY, 2ND FLOOR - BIRMINGHAM, AL 35209205-278-2764oakworthcapital.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
5 filings
#001401k-$20.9M - 175 part#501Fully Insured-$2.2M - 334 lives#502Mixed-$165K - 157 lives#503Fully Insured-$128K - 311 lives#504Fully Insured-$28K - 120 lives

Benefits portfolio analytics

4 plans / $2.5M premiums / 922 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Other$437K
  • Life$187K
  • Short-term disability$187K
  • Long-term disability$187K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • BLUE CROSS OF CALIFORNIA74%
  • OPTIMED11%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
Total $2.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • COBBS ALLEN & HALL INC80%
  • PROVIDENCE BENEFITS10%
  • ANT FARM10%
Total $97K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OAKWORTH CAPITAL BANK 401(K) PLAN

401k

Assets$20.9M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OAKWORTH CAPITAL BANK WRAP PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$2.2M
Covered lives334
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

OAKWORTH CAPITAL BANK

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$165K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

OAKWORTH CAPITAL BANK

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$128K
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

OAKWORTH CAPITAL BANK

Fully Insured - VISION SERVICE PLAN

Premiums$28K
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAKWORTH CAPITAL BANK 401(K) PLAN401k$20.9M1752024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OAKWORTH CAPITAL BANK WRAP PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$2.2M3342025
502OAKWORTH CAPITAL BANKMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$165K1572024
503OAKWORTH CAPITAL BANKFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$128K3112024
504OAKWORTH CAPITAL BANKFully InsuredVISION SERVICE PLAN$28K1202024
Retirement plans
Welfare plans
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