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Fundz
Benefits Intelligence/Broker Directory/Oklahoma

Courtside Benefits Group, LLC

Tulsa, OK

Courtside Benefits Group, LLC of Tulsa, OK is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $89,988 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$89,988
plan year 2025
Reported fees
$25,583

Quick answer

Courtside Benefits Group, LLC (Tulsa, OK) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Courtside Benefits Group, LLC have?
Courtside Benefits Group, LLC is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Courtside Benefits Group, LLC's largest employer clients?
By plan participants, the largest include Utility Tri-State, Inc. (213 participants) and Cross Telephone Company (186 participants).
How much does Courtside Benefits Group, LLC earn in commissions?
Insurers reported $89,988 in broker commissions and $25,583 in fees paid to Courtside Benefits Group, LLC for plan year 2025, per Schedule A Part 1.
Where is Courtside Benefits Group, LLC located?
Courtside Benefits Group, LLC is based in Tulsa, OK.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Courtside 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
Utility Tri-State, Inc.OK2132025-12-31
Cross Telephone CompanyOK1862025-09-30

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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.