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Equias Alliance, an NFP Company: Administration of BOLI and Executive & Director Nonqualified Benefit Plans

Equias AllianceEquias Alliance provides third-party administration services for bank-owned life insurance (BOLI) and Executive and Director nonqualified benefit plans.  The Equias Alliance BOLI consultants and team members are industry professionals, whose guidance has for many years assisted banks of all sizes with designing, implementing and administering BOLI and nonqualified benefit plans.


Financial institutions of any size seeking a superior BOLI and/or nonqualified benefit plan administration.





  • Establish and maintain records of each insurance policy and for each insured
  • Update policy records to reflect changes in insured status or coverage
  • Coordinate death claim processing between banks and insurance carriers
    Coordinate policy changes between banks and insurance carriers
  • Monitor the status of insured lives by reviewing Social Security Administration records
  • Provide cash value and other relevant BOLI financial performance reports
  • Monitor carrier ratings on an ongoing basis and report rating changes to clients

Executive and Director Nonqualified Benefit Plans:
  • Establish and maintain records of each individual benefit plan agreement
  • Update benefit plan records to reflect changes in participant status or benefits
  • Provide annual participant benefit statements
  • Provide annual benefit liability and other reports to assist the bank with accounting and tax reporting

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Equias Alliance helps banks achieve their key financial goals, manage benefit liabilities and enhance shareholder value through market-leading knowledge, tailored executive benefit plan design, Bank Owned Life Insurance (BOLI) expertise and BOLI administration solutions.

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  • Technical knowledge and support of Equias Alliance's staff as evidenced by the feedback received from the ABA's Tax, Accounting and Financial Management areas.
  • Exemplary and complimentary feedback from bankers.






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Equias Alliance Contact



 Due Diligence Report


Due diligence reports  are currently available on select solutions and for bank members only.
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 Learn About Endorsed Solutions


In a rapidly changing landscape, banks turn to the proven expertise of ABA Endorsed Solutions for the most advanced technologies and products to grow their business, cut costs, and transform the customer experience.

Questions? Please contact Jackie Lucas for more information.