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
Filings through .
Top hat
Oakworth Capital Bank
EIN 26-1866970financial servicesLatest filing 2025
Plans
5
Retirement
1
$26.0M assets
Health & Benefits
4
$2.5M premiums
Participants
346
850 SHADES CREEK PARKWAY, 2ND FLOOR - BIRMINGHAM, AL 35209205-278-2764oakworthcapital.comLinkedIn51-200 employeesfinancial services
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Benefits portfolio analytics
4 plans / $2.5M premiums / 922 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
OAKWORTH CAPITAL BANK 401(K) PLAN
401(k)
Assets$26.0M
Participants183
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
OAKWORTH CAPITAL BANK WRAP PLAN
Fully insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$2.2M
Covered lives334
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
OAKWORTH CAPITAL BANK
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$165K
Covered lives157
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
OAKWORTH CAPITAL BANK
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$128K
Covered lives311
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
OAKWORTH CAPITAL BANK
Fully insured - VISION SERVICE PLAN
Premiums$28K
Covered lives120
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | OAKWORTH CAPITAL BANK 401(K) PLAN | 401(k) | $26.0M | 183 | 2025 |
- #001 · 401(k) · 2025183
Health & Benefits plans
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | OAKWORTH CAPITAL BANK WRAP PLAN | Fully insured | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $2.2M | 334 | 2025 |
| #502 | OAKWORTH CAPITAL BANK | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $165K | 157 | 2024 |
| #503 | OAKWORTH CAPITAL BANK | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $128K | 311 | 2024 |
| #504 | OAKWORTH CAPITAL BANK | Fully insured | VISION SERVICE PLAN | $28K | 120 | 2024 |
- #501 · Fully insured · BLUE CROSS AND BLUE SHIELD OF ALABAMA · 2025334
- #502 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2024157
- #503 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2024311
- #504 · Fully insured · VISION SERVICE PLAN · 2024120
Retirement plans
Health & Benefits plans