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Sponsor portfolioWelfare / HealthEIN 26-1866970
OAKWORTH CAPITAL BANK
850 SHADES CREEK PARKWAY · BIRMINGHAM, AL 35209
2052782764
- Plans filed
- 4
- Years active
- 2022–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
334
No prior year
Total participants
163
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #501$2.2M
OAKWORTH CAPITAL BANK WRAP PLAN
Fully insured334 covered·5 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF ALABAMA
Plan #502$165K
OAKWORTH CAPITAL BANK
Mixed157 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #503$128K
OAKWORTH CAPITAL BANK
Fully insured311 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #504$28K
OAKWORTH CAPITAL BANK
Fully insured120 covered·1 carrier
Primary: VISION SERVICE PLAN
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.6M | 37.0% | |
| Prescription drug | $1.6M | 37.0% | |
| Other | $437K | 10.0% | |
| Life | $187K | 4.3% | |
| Short-term disability | $187K | 4.3% | |
| Long-term disability | $187K | 4.3% | |
| Dental | $113K | 2.6% | |
| Vision | $29K | 0.7% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 630103830 | HRx | $1.6M | 73.6% | 1 | 1 | 334 |
EIN 363101262 | Oth | $250K | 11.4% | 1 | 1 | 327 |
EIN 470322111 | LSTDLTDOth | $187K | 8.5% | 1 | 1 | 163 |
EIN 135581829 | D | $113K | 5.1% | 1 | 1 | 322 |
EIN 061227840 | V | $29K | 1.3% | 1 | 1 | 117 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| COBBS ALLEN & HALL INC | BIRMINGHAM, AL | METROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN, UNITED OF OMAHA LIFE INSURANCE COMPANY | $55K | $23K | $78K | 80.1% | 1 |
| PROVIDENCE BENEFITS | BIRMINGHAM, AL | OPTIMED HEALTH | $10K | $0 | $10K | 10.3% | 1 |
| ANT FARM | WOODSTOCK, GA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $9K | $9K | 9.6% | 1 |
History & trajectory
4 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan