Stephen W Simpson
Edmond, OK
Stephen W Simpson of Edmond, OK is the broker of record on 14 Form 5500 Schedule A filings covering 7 employer benefit plans across 4 states, with $303 in reported broker commissions (plan year 2025).
Quick answer
Stephen W Simpson (Edmond, OK) is the broker of record for 7 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Stephen W Simpson have?
- Stephen W Simpson is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 4 states.
- Who are Stephen W Simpson's largest employer clients?
- By plan participants, the largest include Intrust Financial Corporation (848 participants), Verabank, N.A. (473 participants) and A G Equipment Company (468 participants).
- How much does Stephen W Simpson earn in commissions?
- Insurers reported $303 in broker commissions paid to Stephen W Simpson for plan year 2025, per Schedule A Part 1.
- Where is Stephen W Simpson located?
- Stephen W Simpson is based in Edmond, OK and has employer clients in 4 states.
- How does Stephen W Simpson rank among benefits brokers in Oklahoma?
- Stephen W Simpson ranks #37 by employer clients among the 50 most active benefits brokers based in Oklahoma.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Stephen W Simpson on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Intrust Financial Corporation | KS | 848 | 2025-12-31 |
| Verabank, N.A. | TX | 473 | 2026-04-30 |
| A G Equipment Company | OK | 468 | 2026-04-30 |
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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.