Cobiz Insurance C/O Bok Financial
Denver, CO
Cobiz Insurance C/O Bok Financial of Denver, CO is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $6,293 in reported broker commissions (plan year 2024).
Quick answer
Cobiz Insurance C/O Bok Financial (Denver, CO) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Cobiz Insurance C/O Bok Financial have?
- Cobiz Insurance C/O Bok Financial is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Cobiz Insurance C/O Bok Financial's largest employer clients?
- By plan participants, the largest include Esler Companies, LLC (1,727 participants), Wheeler Trigg O'Donnell LLP (215 participants) and Trustile Doors, LLC.
- How much does Cobiz Insurance C/O Bok Financial earn in commissions?
- Insurers reported $6,293 in broker commissions paid to Cobiz Insurance C/O Bok Financial for plan year 2024, per Schedule A Part 1.
- Where is Cobiz Insurance C/O Bok Financial located?
- Cobiz Insurance C/O Bok Financial is based in Denver, CO.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Cobiz Insurance C/O Bok Financial 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 |
|---|---|---|---|
| Esler Companies, LLC | CO | 1,727 | 2024-12-31 |
| Wheeler Trigg O'Donnell LLP | CO | 215 | 2024-12-31 |
| Trustile Doors, LLC | CO | 0 | 2024-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
Other benefits brokers in Colorado
- Voluntary Solutions, Inc.: 56 employer clients, $502,187 reported commissions (Brighton)
- Shirazi Miller Benefits, LLC: 38 employer clients, $1,425,007 reported commissions (Greeley)
- M Rogers Group LLC: 37 employer clients, $82,067 reported commissions (Georgetown)
- Cherry Creek Insurance Agency: 31 employer clients, $1,903,896 reported commissions (Englewood)
- Bok Financial Insurance, Inc.: 33 employer clients, $542,505 reported commissions (Denver)
- Brown And Brown Of Colorado, Inc.: 31 employer clients, $250,523 reported commissions (Denver)
- Novo Benefits, LLC: 11 employer clients, $155,288 reported commissions (Englewood)
- Moody Insurance Agency: 26 employer clients, $1,070,822 reported commissions (Denver)
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.