Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$29.0M
- Prescription drug$29.0M
- Other$3.1M
- Life$3.0M
- Short-term disability$3.0M
- Long-term disability$3.0M
- +2 more
Sponsor portfolioTH
BANK OZK
EIN 71-0130170bankingLatest filing 2025
Plans
2
Retirement
1
$293.8M assets
Welfare
1
$34.1M premiums
Participants
7,039
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $34.1M premiums / 5,140 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
- RELIANCE STANDARD LIFE INSURANCE COMPANY9%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- NEW DIRECTIONS BEHAVIORAL HEALTH0%
Broker market share
Schedule A broker compensation
73%top
- GALLAGHER BENEFIT SERVICES, INC.73%
- EOI SERVICE COMPANY INC27%
- BENEFITFOCUS.COM, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BANK OZK 401(K) RETIREMENT SAVINGS PLAN
ESOP
Assets$293.8M
Participants3,750
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
BANK OZK HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$34.1M
Covered lives5,140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BANK OZK 401(K) RETIREMENT SAVINGS PLAN | ESOP | $293.8M | 3,750 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | BANK OZK HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $34.1M | 5,140 | 2025 |
Retirement plans
Welfare plans