Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$23.3M
- Prescription drug$23.3M
- Other$2.6M
- Life$2.0M
- Short-term disability$2.0M
- Long-term disability$2.0M
- +2 more
Sponsor portfolioTH
BANK OZK
EIN 71-0130170bankingLatest filing 2024
Plans
2
Retirement
1
$293.8M assets
Welfare
1
$27.6M premiums
Participants
6,608
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $27.6M premiums / 4,724 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
- DELTA DENTAL OF CALIFORNIA6%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
- RELIANCE STANDARD LIFE INSURANCE COMPANY4%
- NEW DIRECTIONS BEHAVIORAL HEALTH0%
Broker market share
Schedule A broker compensation
89%top
- GALLAGHER BENEFIT SERVICES, INC.89%
- EOI SERVICE COMPANY INC11%
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$27.6M
Covered lives4,724
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 | $27.6M | 4,724 | 2024 |
Retirement plans
Welfare plans