Kelly W Pugh
Broken Arrow, OK
Kelly W Pugh of Broken Arrow, OK is the broker of record on 31 Form 5500 Schedule A filings covering 18 employer benefit plans across 7 states, with $28,550 in reported broker commissions (plan year 2025).
Quick answer
Kelly W Pugh (Broken Arrow, OK) is the broker of record for 18 employer benefit plan sponsors on 31 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Kelly W Pugh have?
- Kelly W Pugh is named as broker on Form 5500 Schedule A filings for 18 distinct plan sponsors in 7 states.
- Who are Kelly W Pugh's largest employer clients?
- By plan participants, the largest include Bancfirst (1,704 participants), Reliance Health Care, Inc. (1,538 participants) and Team Staffing, LLC (1,350 participants).
- How much does Kelly W Pugh earn in commissions?
- Insurers reported $28,550 in broker commissions and $157,060 in fees paid to Kelly W Pugh for plan year 2025, per Schedule A Part 1.
- Where is Kelly W Pugh located?
- Kelly W Pugh is based in Broken Arrow, OK and has employer clients in 7 states.
- How does Kelly W Pugh rank among benefits brokers in Oklahoma?
- Kelly W Pugh ranks #11 by employer clients among the 50 most active benefits brokers based in Oklahoma.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Kelly W Pugh 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 |
|---|---|---|---|
| Bancfirst | OK | 1,704 | 2025-12-31 |
| Reliance Health Care, Inc. | AR | 1,538 | 2025-12-31 |
| Team Staffing, LLC | LA | 1,350 | 2025-06-30 |
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Other benefits brokers in Oklahoma
- Relation Insurance Services, Inc.: 110 employer clients, $10,352,849 reported commissions (Tulsa)
- American Fidelity Assurance Company: 73 employer clients, $2,767,977 reported commissions (Oklahoma City)
- Paycom Payroll LLC: 86 employer clients, $10,576 reported commissions (Oklahoma City)
- Hub International Mid-America: 62 employer clients, $3,058,473 reported commissions (Tulsa)
- Nfp Corporate Services (Ok), LLC: 29 employer clients, $2,463,676 reported commissions (Oklahoma City)
- Inservices, LLC: 27 employer clients, $3,179,693 reported commissions (Enid)
- Bancfirst Insurance Services, Inc.: 25 employer clients, $1,926,845 reported commissions (Tulsa)
- Insurica, Inc.: 24 employer clients, $1,246,515 reported commissions (Oklahoma City)
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.