Form 5500 · Employee benefit plan · WILMINGTON, NC
LIVE OAK BANCSHARES, INC.
LIVE OAK BANCSHARES, INC. of WILMINGTON, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH MCLENNAN AGENCY LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-4596286 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,026 | December | $82,989 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 192 | December | $18,926 |
Questions
Who is LIVE OAK BANCSHARES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, LIVE OAK BANCSHARES, INC.'s broker of record is MARSH MCLENNAN AGENCY LLC.
What insurance carrier does LIVE OAK BANCSHARES, INC. use?
LIVE OAK BANCSHARES, INC.'s benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does LIVE OAK BANCSHARES, INC.'s group plan renew?
The most recent Schedule A policy period for LIVE OAK BANCSHARES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LIVE OAK BANCSHARES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.