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Benefits Intelligence/Broker Directory/Oklahoma

Shane Owen

Oklahoma City, OK

Shane Owen of Oklahoma City, OK is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $115 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
5
States served
2
Reported commissions
$115
plan year 2025

Quick answer

Shane Owen (Oklahoma City, OK) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Shane Owen have?
Shane Owen is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
Who are Shane Owen's largest employer clients?
By plan participants, the largest include Companion Health Services, LLC (271 participants), Newell Coach Corporation (138 participants) and Dominance Industries Inc (122 participants).
How much does Shane Owen earn in commissions?
Insurers reported $115 in broker commissions paid to Shane Owen for plan year 2025, per Schedule A Part 1.
Where is Shane Owen located?
Shane Owen is based in Oklahoma City, OK and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Shane Owen 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
Companion Health Services, LLCOK2712025-12-31
Newell Coach CorporationOK1382025-12-31
Dominance Industries IncOK1222025-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.