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Benefits Intelligence/Broker Directory/Oklahoma

Tim Leake

Oklahoma City, OK

Tim Leake of Oklahoma City, OK is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $163,380 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
6
States served
2
Reported commissions
$163,380
plan year 2025

Quick answer

Tim Leake (Oklahoma City, OK) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Tim Leake have?
Tim Leake is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
Who are Tim Leake's largest employer clients?
By plan participants, the largest include Ferguson Management Group, LLC (199 participants), Eskridge Auto Group, LLC (181 participants) and Nbm Corporation Dba The Bank N.A. (79 participants).
How much does Tim Leake earn in commissions?
Insurers reported $163,380 in broker commissions paid to Tim Leake for plan year 2025, per Schedule A Part 1.
Where is Tim Leake located?
Tim Leake is based in Oklahoma City, OK and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Tim Leake 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
Ferguson Management Group, LLCOK1992025-11-30
Eskridge Auto Group, LLCOK1812025-06-30
Nbm Corporation Dba The Bank N.A.OK792026-02-28
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.