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Sponsor portfolioTH

REGENT BANK

EIN 73-0376185-banking-Latest filing 2025
Plans
2
Retirement
1
$16.3M assets
Welfare
1
$2.3M premiums
Participants
485
7136 SOUTH YALE EVENUE, #100 - TULSA, OK 74136918-273-4128regent.bankLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$16.3M - 247 part#501Fully Insured-$2.3M - 392 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 392 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Other$391K
  • Dental$356K
  • Vision$356K
  • Life$356K
  • Short-term disability$356K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • METROPOLITAN LIFE INSURANCE COMPANY17%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BARKER PHILLIPS JACKSON INC100%
Total $107K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

REGENT BANK 401(K) PLAN

401k

Assets$16.3M
Participants247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

REGENT BANK WELFARE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$2.3M
Covered lives392
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002REGENT BANK 401(K) PLAN401k$16.3M2472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501REGENT BANK WELFARE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$2.3M3922025
Retirement plans
Welfare plans
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