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Benefits Intelligence/Broker Directory/Oklahoma

Tristar Pension Consulting

Oklahoma City, OK

Tristar Pension Consulting of Oklahoma City, OK is the broker of record on 36 Form 5500 Schedule A filings covering 9 employer benefit plans across 3 states, with $32,142 in reported broker commissions (plan year 2024).

Employer clients
9
distinct plan sponsors
Schedule A filings
36
States served
3
Reported commissions
$32,142
plan year 2024
Reported fees
$176,847

Employer clients

Plan sponsors naming Tristar Pension Consulting 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
Safety & Security Services, Inc.OK2652012-12-31
Loving Care In Home Health ServicesOK1502010-12-31
Kirkpatrick Oil Company, Inc.OK1302023-12-31
6 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.