Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Other$151K
- Life$113K
- Short-term disability$113K
- Long-term disability$113K
- +2 more
Sponsor portfolio
BANK7
EIN 73-0241651bankingLatest filing 2024
Plans
2
Retirement
1
$11.2M assets
Welfare
1
$1.4M premiums
Participants
271
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 206 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- BLUE CROSS OF CALIFORNIA81%
- UNITED OF OMAHA LIFE INSURANCE COMPANY8%
- DELTA DENTAL OF CALIFORNIA7%
- SUN LIFE ASSURANCE COMPANY OF CANADA3%
- AMERITAS LIFE INSURANCE CORP.1%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BANK7 EMPLOYEES' 401(K) PLAN
401k
Assets$11.2M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BANK7 2022 BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA
Premiums$1.4M
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BANK7 EMPLOYEES' 401(K) PLAN | 401k | $11.2M | 143 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BANK7 2022 BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF OKLAHOMA | $1.4M | 206 | 2024 |
Retirement plans
Welfare plans