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Sponsor portfolioWelfare / HealthEIN 73-0780382
BOKF, NA
ONE WILLIAMS CENTER, 14SW · TULSA, OK 74172
9185886000
- Plans filed
- 4
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$3.4M
No prior year
Persons covered
4,983
No prior year
Total participants
15,304
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #502$3.4M
BOKF, NA COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN
Mixed4,983 covered·5 carriers
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY
Plan #503$0
TRAVEL ACCIDENT INSURANCE FOR BOK FINANCIAL EMPLOYEES
Fully insured0 covered·1 carrier
Primary: AIG PROPERTY CASUALTY, U.S.
Plan #506$0
BANK OF OKLAHOMA FINANCIAL SEVERANCE PLAN
Self-funded0 covered·0 carriers
Plan #507$0
BOK FINANCIAL EMPLOYEE BENEFIT ASSISTANCE PLAN
Unknown0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $2.0M | 27.6% | |
| Life | $2.0M | 26.8% | |
| Short-term disability | $2.0M | 26.8% | |
| Long-term disability | $878K | 12.0% | |
| Vision | $485K | 6.6% | |
| Health | $7K | 0.1% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 360883760 | LSTDOth | $2.0M | 57.9% | 1 | 1 | 4,983 |
EIN 730714500 | LTD | $878K | 25.8% | 1 | 1 | 4,981 |
EIN 061227840 | V | $485K | 14.3% | 1 | 1 | 3,789 |
EIN 522135463 | Oth | $58K | 1.7% | 1 | 1 | 4,690 |
EIN 731433979 | H | $7K | 0.2% | 1 | 1 | 3 |
EIN 250687550 | $0 | 0.0% | 1 | 1 | 0 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | DALLAS, TX | RELIANCE STANDARD LIFE INSURANCE COMPANY, AIG PROPERTY CASUALTY, U.S. | $0 | $59K | $59K | 100.0% | 2 |
History & trajectory
11 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