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Benefits Intelligence/Broker Directory/Oklahoma

Joshua I Worthy

Oklahoma City, OK

Joshua I Worthy of Oklahoma City, OK is the broker of record on 10 Form 5500 Schedule A filings covering 8 employer benefit plans, with $9,999 in reported broker commissions (plan year 2025).

Employer clients
8
distinct plan sponsors
Schedule A filings
10
States served
1
Reported commissions
$9,999
plan year 2025
Reported fees
$254

Quick answer

Joshua I Worthy (Oklahoma City, OK) is the broker of record for 8 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Joshua I Worthy have?
Joshua I Worthy is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors.
Who are Joshua I Worthy's largest employer clients?
By plan participants, the largest include Comanche Tribe Of Oklahoma (356 participants), Lift Community Action Agency, Inc. (281 participants) and Medley Material Handling Co. (221 participants).
How much does Joshua I Worthy earn in commissions?
Insurers reported $9,999 in broker commissions and $254 in fees paid to Joshua I Worthy for plan year 2025, per Schedule A Part 1.
Where is Joshua I Worthy located?
Joshua I Worthy is based in Oklahoma City, OK.
How does Joshua I Worthy rank among benefits brokers in Oklahoma?
Joshua I Worthy ranks #34 by employer clients among the 50 most active benefits brokers based in Oklahoma.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Joshua I Worthy 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
Comanche Tribe Of OklahomaOK3562025-12-31
Lift Community Action Agency, Inc.OK2812026-03-31
Medley Material Handling Co.OK2212025-12-31
5 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.