Fundz
Fundz
Benefits Intelligence/Broker Directory/Oklahoma

Nextep Benefits Services LLC

Norman, OK

Nextep Benefits Services LLC of Norman, OK is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $1,855,583 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
2
Reported commissions
$1,855,583
plan year 2024
Reported fees
$255,857

Quick answer

Nextep Benefits Services LLC (Norman, OK) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Nextep Benefits Services LLC have?
Nextep Benefits Services LLC is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Nextep Benefits Services LLC's largest employer clients?
By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,940 participants) and Nextep Inc. (20,899 participants).
How much does Nextep Benefits Services LLC earn in commissions?
Insurers reported $1.9 million in broker commissions and $255,857 in fees paid to Nextep Benefits Services LLC for plan year 2024, per Schedule A Part 1.
Where is Nextep Benefits Services LLC located?
Nextep Benefits Services LLC is based in Norman, OK and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Nextep Benefits Services 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
Acec Life/Health Insurance Trust Benefit ConsortiumTX35,9402024-12-31
Nextep Inc.OK20,8992025-09-30

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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.