PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE BAMA COMPANIES, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 73-0988323

THE BAMA COMPANIES, INC.

2745 EAST 11TH STREET · TULSA, OK 74104
9185920778
Plans filed
4
Years active
2015–2025
Industry
NAICS 31
Latest filing
2025
Total premiums (latest)
$914K
No prior year
Persons covered
836
No prior year
Total participants
839
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #503$914K
THE BAMA COMPANIES, INC. EMPLOYEE WELFARE BENEFIT PLAN
Mixed836 covered·3 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #502$620K
THE BAMA COMPANIES, INC. GROUP LIFE AND ACCIDENT PLAN
Fully insured863 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #505$168K
THE BAMA COMPANIES, INC. VISION PLAN
Fully insured652 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #504$0
THE BAMA COMPANIES, INC. FLEXIBLE BENEFITS PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$756K28.2%
Life$588K22.0%
Short-term disability$588K22.0%
Long-term disability$588K22.0%
Vision$158K5.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
LSTDLTDOth
$588K64.4%11836
AMERICAN FIDELITY ASSURANCE COMPANY
EIN 730714500
Oth
$168K18.4%11275
VISION SERVICE PLAN
EIN 061227840
V
$158K17.3%11610

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCCHICAGO, ILVISION SERVICE PLAN, LIFE INSURANCE COMPANY OF NORTH AMERICA$104K$51K$155K98.0%1
ASSURANCE AGENCY LTDOKLAHOMA CITY, OKAMERICAN FIDELITY ASSURANCE COMPANY$3K$0$3K2.0%1

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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica