Fundz
Fundz
Benefits Intelligence/Broker Directory/Oklahoma

The Lillard Company, LLC

Miami, OK

The Lillard Company, LLC of Miami, OK is the broker of record on 7 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $278,073 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
7
States served
2
Reported commissions
$278,073
plan year 2025
Reported fees
$10,042

Quick answer

The Lillard Company, LLC (Miami, OK) is the broker of record for 5 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does The Lillard Company, LLC have?
The Lillard Company, LLC is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
Who are The Lillard Company, LLC's largest employer clients?
By plan participants, the largest include Fort Sill Apache Casino (347 participants), Seneca Cayuga Nation (228 participants) and Shangri La Resort LLC (140 participants).
How much does The Lillard Company, LLC earn in commissions?
Insurers reported $278,073 in broker commissions and $10,042 in fees paid to The Lillard Company, LLC for plan year 2025, per Schedule A Part 1.
Where is The Lillard Company, LLC located?
The Lillard Company, LLC is based in Miami, OK and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming The Lillard Company, 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
Fort Sill Apache CasinoOK3472025-12-31
Seneca Cayuga NationOK2282025-07-31
Shangri La Resort LLCOK1402025-12-31
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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 nowBook a 15-min walkthrough

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.