David E Estep
Hugo, OK
David E Estep of Hugo, OK is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $797 in reported broker commissions (plan year 2025).
Quick answer
David E Estep (Hugo, 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 David E Estep have?
- David E Estep is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are David E Estep's largest employer clients?
- By plan participants, the largest include Lift Community Action Agency, Inc. (271 participants) and Dominance Industries Inc (122 participants).
- How much does David E Estep earn in commissions?
- Insurers reported $797 in broker commissions and $66 in fees paid to David E Estep for plan year 2025, per Schedule A Part 1.
- Where is David E Estep located?
- David E Estep is based in Hugo, OK.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming David E Estep 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 |
|---|---|---|---|
| Lift Community Action Agency, Inc. | OK | 271 | 2025-03-31 |
| Dominance Industries Inc | OK | 122 | 2025-12-31 |
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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.