Fundz
Fundz
Benefits Intelligence/Broker Directory/Oklahoma

Plan Benefit Analysts Of Tulsa

Tulsa, OK

Plan Benefit Analysts Of Tulsa of Tulsa, OK is the broker of record on 207 Form 5500 Schedule A filings covering 35 employer benefit plans across 4 states, with $6,189,864 in reported broker commissions (plan year 2017).

Employer clients
35
distinct plan sponsors
Schedule A filings
207
States served
4
Reported commissions
$6,189,864
plan year 2017
Reported fees
$1,510,907

Employer clients

Plan sponsors naming Plan Benefit Analysts Of Tulsa 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
Green Bay Packaging IncWI2,8402014-12-31
The Nordam Group, Inc.OK1,7252014-05-31
Webco Industries, Inc.OK8762015-12-31
32 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.

Get Strategic →Start now

Other benefits brokers in Oklahoma

All brokers in Oklahoma

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.