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Benefits Intelligence/Broker Directory/Oklahoma

Richard Defalco

Norman, OK

Richard Defalco of Norman, OK is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $21,296 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$21,296
plan year 2025
Reported fees
$190

Quick answer

Richard Defalco (Norman, OK) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Richard Defalco have?
Richard Defalco is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Richard Defalco's largest employer clients?
By plan participants, the largest include Medley Material Handling Co. (372 participants) and Cytovance Biologics, Inc. (190 participants).
How much does Richard Defalco earn in commissions?
Insurers reported $21,296 in broker commissions and $190 in fees paid to Richard Defalco for plan year 2025, per Schedule A Part 1.
Where is Richard Defalco located?
Richard Defalco is based in Norman, OK.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Richard Defalco 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
Medley Material Handling Co.OK3722024-12-31
Cytovance Biologics, Inc.OK1902025-12-31

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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.