Trilogy Purchasing Alliance LLC
Tulsa, OK
Trilogy Purchasing Alliance LLC of Tulsa, OK is the broker of record on 16 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $549,348 in reported broker commissions (plan year 2025).
Quick answer
Trilogy Purchasing Alliance LLC (Tulsa, OK) is the broker of record for 4 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Trilogy Purchasing Alliance LLC have?
- Trilogy Purchasing Alliance LLC is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
- Who are Trilogy Purchasing Alliance LLC's largest employer clients?
- By plan participants, the largest include Tower Extrusions, LLC (882 participants), Mcbride Clinic, Inc. (735 participants) and Stigler Health And Wellness Center (383 participants).
- How much does Trilogy Purchasing Alliance LLC earn in commissions?
- Insurers reported $549,348 in broker commissions and $87,633 in fees paid to Trilogy Purchasing Alliance LLC for plan year 2025, per Schedule A Part 1.
- Where is Trilogy Purchasing Alliance LLC located?
- Trilogy Purchasing Alliance LLC is based in Tulsa, OK and has employer clients in 2 states.
- How does Trilogy Purchasing Alliance LLC rank among benefits brokers in Oklahoma?
- Trilogy Purchasing Alliance LLC ranks #46 by employer clients among the 50 most active benefits brokers based in Oklahoma.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Trilogy Purchasing Alliance LLC 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 |
|---|---|---|---|
| Tower Extrusions, LLC | TX | 882 | 2026-02-28 |
| Mcbride Clinic, Inc. | OK | 735 | 2025-12-31 |
| Stigler Health And Wellness Center | OK | 383 | 2024-12-31 |
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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.