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Benefits Intelligence/Broker Directory/Oklahoma

Capital West Securities Inc

Oklahoma City, OK

Capital West Securities Inc of Oklahoma City, OK is the broker of record on 4 Form 5500 Schedule A filings covering 4 employer benefit plans, with $14,573 in reported broker commissions (plan year 2009).

Employer clients
4
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$14,573
plan year 2009

Employer clients

Plan sponsors naming Capital West Securities Inc 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
Chandler U.S.A., Inc.OK1752009-12-31
Oklahoma Bankers AssociationOK212010-04-30
Cowboy Athletics Inc.OK192009-12-31
1 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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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.

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Other benefits brokers in Oklahoma

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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.