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Benefits Intelligence/Broker Directory/Oklahoma

Concierge Administrative Services

Bartlesville, OK

Concierge Administrative Services of Bartlesville, OK is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $17,296 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
3
Reported commissions
$17,296
plan year 2024
Reported fees
$7,438

Employer clients

Plan sponsors naming Concierge Administrative Services 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
Joint Ventures, LLCNV1882025-05-31
2 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

Know who holds the account, and when it renews.

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.