How many employer clients does Cfr, Inc. have?

Cfr, Inc. is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.

Who are Cfr, Inc.'s largest employer clients?

By plan participants, the largest include Urologic Specialists Of Oklahoma, Inc. (145 participants), Focus Enterprise Services, Inc. (103 participants) and Foxworth-Galbraith Lumber Company & Associated Companies.

How much does Cfr, Inc. earn in commissions?

Insurers reported $133,989 in broker commissions and $33,631 in fees paid to Cfr, Inc. for plan year 2024, per Schedule A Part 1.

Where is Cfr, Inc. located?

Cfr, Inc. is based in Tulsa, OK and has employer clients in 3 states.

How does Cfr, Inc. rank among benefits brokers in Oklahoma?

Cfr, Inc. ranks #50 by employer clients among the 50 most active benefits brokers based in Oklahoma.

Benefits Intelligence/Broker Directory/Oklahoma

Cfr, Inc.

Tulsa, OK

Cfr, Inc. of Tulsa, OK is the broker of record on 9 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $133,989 in reported broker commissions (plan year 2024).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$133,989

plan year 2024

Reported fees

$33,631

Quick answer

Cfr, Inc. (Tulsa, OK) is the broker of record for 3 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Cfr, Inc. have?: Cfr, Inc. is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are Cfr, Inc.'s largest employer clients?: By plan participants, the largest include Urologic Specialists Of Oklahoma, Inc. (145 participants), Focus Enterprise Services, Inc. (103 participants) and Foxworth-Galbraith Lumber Company & Associated Companies.
How much does Cfr, Inc. earn in commissions?: Insurers reported $133,989 in broker commissions and $33,631 in fees paid to Cfr, Inc. for plan year 2024, per Schedule A Part 1.
Where is Cfr, Inc. located?: Cfr, Inc. is based in Tulsa, OK and has employer clients in 3 states.
How does Cfr, Inc. rank among benefits brokers in Oklahoma?: Cfr, Inc. ranks #50 by employer clients among the 50 most active benefits brokers based in Oklahoma.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Cfr, Inc. 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
Urologic Specialists Of Oklahoma, Inc.	OK	145	2013-12-31
Focus Enterprise Services, Inc.	KS	103	2025-02-28
Foxworth-Galbraith Lumber Company & Associated Companies	TX	0	2017-03-31

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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.