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Benefits Intelligence/Broker Directory/Oklahoma

American Fidelity Assurance Company

Oklahoma City, OK

American Fidelity Assurance Company of Oklahoma City, OK is the broker of record on 111 Form 5500 Schedule A filings covering 73 employer benefit plans across 21 states, with $2,781,068 in reported broker commissions (plan year 2025).

Employer clients
73
distinct plan sponsors
Schedule A filings
111
States served
21
Reported commissions
$2,781,068
plan year 2025

Quick answer

American Fidelity Assurance Company (Oklahoma City, OK) is the broker of record for 73 employer benefit plan sponsors on 111 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does American Fidelity Assurance Company have?
American Fidelity Assurance Company is named as broker on Form 5500 Schedule A filings for 73 distinct plan sponsors in 21 states.
Who are American Fidelity Assurance Company's largest employer clients?
By plan participants, the largest include Pennsylvania Automotive Association (18,529 participants), Pennsylvania Automotive Association (5,447 participants) and J C Lewis Motor Co., Inc. (1,300 participants).
How much does American Fidelity Assurance Company earn in commissions?
Insurers reported $2.8 million in broker commissions paid to American Fidelity Assurance Company for plan year 2025, per Schedule A Part 1.
Where is American Fidelity Assurance Company located?
American Fidelity Assurance Company is based in Oklahoma City, OK and has employer clients in 21 states.
How does American Fidelity Assurance Company rank among benefits brokers in Oklahoma?
American Fidelity Assurance Company ranks #3 by employer clients among the 50 most active benefits brokers based in Oklahoma.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming American Fidelity Assurance Company on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Pennsylvania Automotive AssociationPA18,5292025-12-31
Pennsylvania Automotive AssociationPA5,4472025-12-31
J C Lewis Motor Co., Inc.GA1,3002025-06-30
70 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.