Benefits broker of record · TULSA, OK
BENEFIT PLAN STRATEGIES
BENEFIT PLAN STRATEGIES of TULSA, OK is named as the broker of record on 24 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of BENEFIT PLAN STRATEGIES.
24 contracts on file name BENEFIT PLAN STRATEGIES as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
BENEFIT PLAN STRATEGIES brokers 24 insured contracts for 11 employers, all in Oklahoma.
Health is the largest line (9 contracts), followed by dental (8), vision (6), life (6).
COMMUNITYCARE HMO writes the most contracts in the book (3, about 13%); METROPOLITAN LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF OKLAHOMA, UNITED OF OMAHA LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 83% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
- Oklahoma24
Contracts by line.
health 9 · dental 8 · vision 6 · life 6 · disability 5
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| DA/PRO RUBBER INC. | TULSA, OK | COMMUNITYCARE HMO | Apr 1FY2025 |
| ROXTEC, INC. | TULSA, OK | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
| LTC ACCOUNTING SERVICES, LLC | SALLISAW, OK | BLUECROSS BLUESHIELD OF OKLAHOMA | Jan 1FY2025 |
| LIFE SENIOR SERVICES, INC. | TULSA, OK | COMMUNITYCARE HMO | Jan 1FY2024 |
| A NEW LEAF, INC. | OWASSO, OK | COMMUNITY CARE | Jun 1FY2025 |
more employers in BENEFIT PLAN STRATEGIES's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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