form5500lookup

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.

Contracts brokered
18
Book size
$100k–1M
States
OK

Book profile

BENEFIT RESOURCES, INC. brokers 18 insured contracts for 5 employers covering 2,868 people, all in OK.

Life is the largest line (3 contracts), followed by vision (2), disability (2), health (1).

SUN LIFE ASSURANCE COMPANY OF CANADA writes the most contracts in the book (5, about 28%); AMERICAN FIDELITY ASSURANCE COMPANY, AMERICAN HERITAGE LIFE INSURANCE COMPANY follow.

Renewals are spread through the year; December is the busiest month at 39% of contracts.

Carriers in the book
Employer states
Lines of coverage

life 3 · vision 2 · disability 2 · health 1 · dental 1

Renewals by month
  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
KAISER-FRANCIS OIL COMPANYTULSA, OKSUN LIFE ASSURANCE COMPANY OF CANADADecember
J & D ACQUISITIONS, INC.TULSA, OKAMERICAN FIDELITY ASSURANCE COMPANYDecember
S & R COMPRESSION, LLCTULSA, OKSUN LIFE ASSURANCE COMPANY OF CANADAJune
WEBCO INDUSTRIES, INC.SAND SPRINGS, OKAMERICAN HERITAGE LIFE INSURANCE COMPANYDecember
WEBCO INDUSTRIES, INC.SAND SPRINGS, OKAMERICAN HERITAGE LIFE INSURANCE COMPANYDecember
Subscriber access
6

more plans in BENEFIT RESOURCES, INC.'s book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Subscribe — $99/moAlready subscribed? Sign in

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A