Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$273K
- Vision$273K
- Life$273K
- Short-term disability$273K
- Long-term disability$273K
- +1 more
Sponsor portfolioTH
VISION BANK
EIN 73-0120518financial servicesLatest filing 2024
Plans
2
Retirement
1
$20.7M assets
Welfare
1
$1.4M premiums
Participants
575
101 E. MAIN STREET - ADA, OK 74820580-436-8340visionbank.bankLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 288 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- BLUE CROSS OF CALIFORNIA80%
- PRINCIPAL LIFE INSURANCE COMPANY20%
Broker market share
Schedule A broker compensation
85%top
- CHRISTOPHER PAUL HOPFER85%
- JOHN WILLIAM RITCHIE15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
VISION BANK SAVINGS INCENTIVE PLAN
401k
Assets$20.7M
Participants441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VISION BANK WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF OKLAHOMA
Premiums$1.4M
Covered lives288
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | VISION BANK SAVINGS INCENTIVE PLAN | 401k | $20.7M | 441 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VISION BANK WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF OKLAHOMA | $1.4M | 288 | 2024 |
Retirement plans
Welfare plans