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Benefits Intelligence/Broker Directory/Oklahoma

Thomas Shaughnessy

Tulsa, OK

Thomas Shaughnessy of Tulsa, OK is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $8,497 in reported broker commissions (plan year 2022).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$8,497
plan year 2022

Employer clients

Plan sponsors naming Thomas Shaughnessy 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
Triangle Credit UnionNH1452022-12-31
Pleasant View Gardens, Inc.NH1002022-12-31
Surgical Associates, Inc.OK292018-12-31

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.

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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.