Carol Clinton Smith Marital Trust
Norman, OK
Carol Clinton Smith Marital Trust of Norman, OK is the broker of record on 17 Form 5500 Schedule A filings covering 13 employer benefit plans across 8 states, with $4,500 in reported broker commissions (plan year 2025).
Quick answer
Carol Clinton Smith Marital Trust (Norman, OK) is the broker of record for 13 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Carol Clinton Smith Marital Trust have?
- Carol Clinton Smith Marital Trust is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors in 8 states.
- Who are Carol Clinton Smith Marital Trust's largest employer clients?
- By plan participants, the largest include Premier Health (11,558 participants), Burrell-Preferred Inc Dba Brightli (4,225 participants) and Vermeer Manufacturing Company (4,048 participants).
- How much does Carol Clinton Smith Marital Trust earn in commissions?
- Insurers reported $4,500 in broker commissions paid to Carol Clinton Smith Marital Trust for plan year 2025, per Schedule A Part 1.
- Where is Carol Clinton Smith Marital Trust located?
- Carol Clinton Smith Marital Trust is based in Norman, OK and has employer clients in 8 states.
- How does Carol Clinton Smith Marital Trust rank among benefits brokers in Oklahoma?
- Carol Clinton Smith Marital Trust ranks #19 by employer clients among the 50 most active benefits brokers based in Oklahoma.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Carol Clinton Smith Marital Trust on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Premier Health | OH | 11,558 | 2025-12-31 |
| Burrell-Preferred Inc Dba Brightli | MO | 4,225 | 2025-12-31 |
| Vermeer Manufacturing Company | IA | 4,048 | 2025-12-31 |
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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.