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Form 5500 · Employee benefit plan · BIRMINGHAM, AL

OAKWORTH CAPITAL BANK

OAKWORTH CAPITAL BANK of BIRMINGHAM, AL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is COBBS ALLEN & HALL INC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1866970 · plan 501 · as of Jul 2026

Participants
143
Carriers on file
5
Disclosed commissions
$64,667
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability163June$40,472
METROPOLITAN LIFE INSURANCE COMPANYDental322June$11,285
OPTIMED HEALTH327June$10,011
VISION SERVICE PLANVision117June$2,899
BLUE CROSS AND BLUE SHIELD OF ALABAMAHealth334June$0

Questions

Who is OAKWORTH CAPITAL BANK's benefits broker?

Per its most recent Form 5500 Schedule A, OAKWORTH CAPITAL BANK's broker of record is COBBS ALLEN & HALL INC.

What insurance carrier does OAKWORTH CAPITAL BANK use?

OAKWORTH CAPITAL BANK's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 5 disclosed carriers.

When does OAKWORTH CAPITAL BANK's group plan renew?

The most recent Schedule A policy period for OAKWORTH CAPITAL BANK ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from OAKWORTH CAPITAL BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.