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Sponsor portfolio

FIRST OKLAHOMA BANK

EIN 73-0258330-banking-Latest filing 2025
Plans
2
Retirement
1
$17.8M assets
Welfare
1
$1.8M premiums
Participants
284
100 SOUTH RIVERFRONT DRIVE - JENKS, OK 74037915-395-2500firstoklahomabank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001ESOP-$17.8M - 174 part#501Fully Insured-$1.8M - 250 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 250 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Other$221K
  • Life$155K
  • Short-term disability$155K
  • Long-term disability$155K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • BLUE CROSS OF CALIFORNIA79%
  • HARTFORD LIFE AND ACCIDENT8%
  • DELTA DENTAL OF CALIFORNIA8%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
  • +1 more
Total $1.8M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $125K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FIRST OKLAHOMA BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$17.8M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST OKLAHOMA BANK EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$1.8M
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRST OKLAHOMA BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLANESOP$17.8M1742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST OKLAHOMA BANK EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$1.8M2502025
Retirement plans
Welfare plans
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