Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.3M
- Life$1.7M
- Long-term disability$883K
- Vision$495K
- Health$9K
Sponsor portfolioTH
BOKF, NA
EIN 73-0780382bankingLatest filing 2024
Plans
5
Retirement
1
$1.19B assets
Welfare
4
$3.6M premiums
Participants
26,868
Benefits portfolio analytics
4 plans / $3.6M premiums / 5,045 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY60%
- AMERICAN FIDELITY ASSURANCE COMPANY24%
- VISION SERVICE PLAN14%
- MAGELLAN HEALTHCARE2%
- COMMUNITY CARE0%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BOK FINANCIAL 401(K) PLAN
401k
Assets$1.19B
Participants6,501
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BOKF, NA COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$3.6M
Covered lives5,045
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
TRAVEL ACCIDENT INSURANCE FOR BOK FINANCIAL EMPLOYEES
Fully Insured - AIG PROPERTY CASUALTY, U.S.
Premiums$2K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
BANK OF OKLAHOMA FINANCIAL SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
BOK FINANCIAL EMPLOYEE BENEFIT ASSISTANCE PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BOK FINANCIAL 401(K) PLAN | 401k | $1.19B | 6,501 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BOKF, NA COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3.6M | 5,045 | 2024 | |
| 503 | TRAVEL ACCIDENT INSURANCE FOR BOK FINANCIAL EMPLOYEES | Fully Insured | AIG PROPERTY CASUALTY, U.S. | $2K | 0 | 2024 | |
| 506 | BANK OF OKLAHOMA FINANCIAL SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 507 | BOK FINANCIAL EMPLOYEE BENEFIT ASSISTANCE PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans