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Benefits Intelligence/Broker Directory/Oklahoma

Joshua C Rolan

Pauls Valley, OK

Joshua C Rolan of Pauls Valley, OK is the broker of record on 17 Form 5500 Schedule A filings covering 9 employer benefit plans across 2 states, with $6,732 in reported broker commissions (plan year 2025).

Employer clients
9
distinct plan sponsors
Schedule A filings
17
States served
2
Reported commissions
$6,732
plan year 2025
Reported fees
$290

Quick answer

Joshua C Rolan (Pauls Valley, OK) is the broker of record for 9 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Joshua C Rolan have?
Joshua C Rolan is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 2 states.
Who are Joshua C Rolan's largest employer clients?
By plan participants, the largest include Wilson Bank & Trust (650 participants), Imperial LLC (514 participants) and A G Equipment Company (468 participants).
How much does Joshua C Rolan earn in commissions?
Insurers reported $6,732 in broker commissions and $290 in fees paid to Joshua C Rolan for plan year 2025, per Schedule A Part 1.
Where is Joshua C Rolan located?
Joshua C Rolan is based in Pauls Valley, OK and has employer clients in 2 states.
How does Joshua C Rolan rank among benefits brokers in Oklahoma?
Joshua C Rolan ranks #28 by employer clients among the 50 most active benefits brokers based in Oklahoma.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Joshua C Rolan 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
Wilson Bank & TrustTN6502025-12-31
Imperial LLCOK5142025-09-30
A G Equipment CompanyOK4682026-04-30
6 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.