Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$756K
- Life$588K
- Short-term disability$588K
- Long-term disability$588K
- Vision$158K
Sponsor portfolioTH
THE BAMA COMPANIES, INC.
EIN 73-0988323food & beveragesLatest filing 2025
Plans
5
Retirement
1
$78.2M assets
Welfare
4
$1.7M premiums
Participants
1,899
2745 EAST 11TH STREET - TULSA, OK 74104918-592-0778bama.comLinkedIn1001-5000 employeesfood & beverages
Benefits portfolio analytics
4 plans / $1.7M premiums / 2,351 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA64%
- AMERICAN FIDELITY ASSURANCE COMPANY18%
- VISION SERVICE PLAN17%
Broker market share
Schedule A broker compensation
98%top
- LOCKTON COMPANIES, LLC98%
- ASSURANCE AGENCY LTD2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BAMA PROFIT SHARING PLAN
401k
Assets$78.2M
Participants1,060
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
THE BAMA COMPANIES, INC. EMPLOYEE WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$914K
Covered lives836
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
THE BAMA COMPANIES, INC. GROUP LIFE AND ACCIDENT PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$620K
Covered lives863
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
THE BAMA COMPANIES, INC. VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$168K
Covered lives652
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
THE BAMA COMPANIES, INC. FLEXIBLE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BAMA PROFIT SHARING PLAN | 401k | $78.2M | 1,060 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | THE BAMA COMPANIES, INC. EMPLOYEE WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $914K | 836 | 2025 | |
| 502 | THE BAMA COMPANIES, INC. GROUP LIFE AND ACCIDENT PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $620K | 863 | 2024 | |
| 505 | THE BAMA COMPANIES, INC. VISION PLAN | Fully Insured | VISION SERVICE PLAN | $168K | 652 | 2024 | |
| 504 | THE BAMA COMPANIES, INC. FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans