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Benefits Intelligence/Broker Directory/Oklahoma

Catalyst Benefits Group, LLC

Tulsa, OK

Catalyst Benefits Group, LLC of Tulsa, OK is the broker of record on 8 Form 5500 Schedule A filings covering 6 employer benefit plans, with $165,047 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
8
States served
1
Reported commissions
$165,047
plan year 2025
Reported fees
$6,238

Quick answer

Catalyst Benefits Group, LLC (Tulsa, OK) is the broker of record for 6 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Catalyst Benefits Group, LLC have?
Catalyst Benefits Group, LLC is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.
Who are Catalyst Benefits Group, LLC's largest employer clients?
By plan participants, the largest include A & B Distributors, Inc. (335 participants), Triad Eye Institute, Pllc (280 participants) and Lynco, Inc (154 participants).
How much does Catalyst Benefits Group, LLC earn in commissions?
Insurers reported $165,047 in broker commissions and $6,238 in fees paid to Catalyst Benefits Group, LLC for plan year 2025, per Schedule A Part 1.
Where is Catalyst Benefits Group, LLC located?
Catalyst Benefits Group, LLC is based in Tulsa, OK.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Catalyst Benefits Group, LLC 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
A & B Distributors, Inc.OK3352025-03-31
Triad Eye Institute, PllcOK2802024-12-31
Lynco, IncOK1542025-03-31
3 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.