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Benefits Intelligence/Broker Directory/Oklahoma

Moffatt Designs LLC

Edmond, OK

Moffatt Designs LLC of Edmond, OK is the broker of record on 123 Form 5500 Schedule A filings covering 44 employer benefit plans across 13 states, with $2,792 in reported broker commissions (plan year 2023).

Employer clients
44
distinct plan sponsors
Schedule A filings
123
States served
13
Reported commissions
$2,792
plan year 2023

Employer clients

Plan sponsors naming Moffatt Designs 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
University Of OklahomaOK11,6762013-12-31
Aflac IncorporatedGA5,2292015-12-31
Sunstate Equipment Co LLCAZ3,3372016-12-31
41 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.