Benefits broker of record · TULSA, OK
BENEFIT RESOURCES, INC.
BENEFIT RESOURCES, INC. of TULSA, OK is named as the broker of record on 18 insurance contracts in public Form 5500 Schedule A filings.
One of 3 offices of BENEFIT RESOURCES, INC..
18 contracts on file name BENEFIT RESOURCES, INC. 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 RESOURCES, INC. brokers 18 insured contracts for 7 employers, all in Oklahoma.
Disability is the largest line (7 contracts), followed by life (6), dental (4), vision (3).
SUN LIFE ASSURANCE COMPANY OF CANADA writes the most contracts in the book (11, about 61%); AMERICAN FIDELITY ASSURANCE COMPANY, AMERICAN HERITAGE LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 56% 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.
- Oklahoma18
Contracts by line.
disability 7 · life 6 · dental 4 · vision 3 · health 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| HOGANTAYLOR LLP | TULSA, OK | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
| J & D ACQUISITIONS, INC. | TULSA, OK | AMERICAN FIDELITY ASSURANCE COMPANY | Jan 1FY2025 |
| KAISER-FRANCIS OIL COMPANY | TULSA, OK | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
| S & R COMPRESSION, LLC | TULSA, OK | SUN LIFE ASSURANCE COMPANY OF CANADA | Jul 1FY2025 |
| OKLAHOMA CENTRAL CREDIT UNION | TULSA, OK | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
more employers in BENEFIT RESOURCES, INC.'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 year 2025 on this page)
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