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Benefits Intelligence/Broker Directory/Oklahoma

Tristar Pension Ltd

Oklahoma City, OK

Tristar Pension Ltd of Oklahoma City, OK is the broker of record on 12 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $37,572 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
12
States served
2
Reported commissions
$37,572
plan year 2025
Reported fees
$116,118

Quick answer

Tristar Pension Ltd (Oklahoma City, OK) is the broker of record for 6 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Tristar Pension Ltd have?
Tristar Pension Ltd is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
Who are Tristar Pension Ltd's largest employer clients?
By plan participants, the largest include Balon Corporation (1,081 participants), Great Plains Bancshares, Inc. (382 participants) and Van Eaton Ready Mix, Inc. (377 participants).
How much does Tristar Pension Ltd earn in commissions?
Insurers reported $37,572 in broker commissions and $116,118 in fees paid to Tristar Pension Ltd for plan year 2025, per Schedule A Part 1.
Where is Tristar Pension Ltd located?
Tristar Pension Ltd is based in Oklahoma City, OK and has employer clients in 2 states.
How does Tristar Pension Ltd rank among benefits brokers in Oklahoma?
Tristar Pension Ltd ranks #41 by employer clients among the 50 most active benefits brokers based in Oklahoma.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Tristar Pension Ltd 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
Balon CorporationOK1,0812025-12-31
Great Plains Bancshares, Inc.OK3822024-12-31
Van Eaton Ready Mix, Inc.OK3772025-12-31
3 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.