Fundz
Fundz
Benefits Intelligence/Broker Directory/Oklahoma

American Fidelity Gen. Agency

Oklahoma City, OK

American Fidelity Gen. Agency of Oklahoma City, OK is the broker of record on 12 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $123,418 in reported broker commissions (plan year 2018).

Employer clients
3
distinct plan sponsors
Schedule A filings
12
States served
3
Reported commissions
$123,418
plan year 2018
Reported fees
$8,027

Employer clients

Plan sponsors naming American Fidelity Gen. Agency 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
International Bancshares CorporationTX2312011-05-31
Education MinnesotaMN1512014-12-31
Mtm Recognition CorporationOK02018-12-31

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in Oklahoma

All brokers in Oklahoma

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.