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

Provider: Equias Alliance, an NFP Company

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

Supplemental Retirement Plans (Director and Executive)

  • Defined Benefit (e.g., Supplemental Executive Retirement Plan)
  • Defined Contribution (e.g., Deferred Compensation)
  • Performance Driven

Death Benefit/Supplemental Insurance/Welfare Benefit Plans:

  • Survivor Income
  • Endorsement Split Dollar
  • Group Term Carve-out


  • Consultants and team members are industry professionals with BOLI expertise
  • Equias provides assistance in designing, implementing and administering tailored benefits plans
  • Access to in-depth marketing and technical knowledge
  • Expert benefit plans for banks of all sizes


Our Experts

Helen N. Sullivan

SVP, Endorsed Solutions

Contact Helen

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