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Benefits broker of record · NORMAN, OK

NEXTEP BENEFITS SERVICES LLC

NEXTEP BENEFITS SERVICES LLC of NORMAN, OK is named as the broker of record on 7 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
7
Book size
$1M+
States
OK

Book profile

NEXTEP BENEFITS SERVICES LLC brokers 7 insured contracts for 2 employers, all in OK.

Health is the largest line (1 contracts), followed by dental (1), vision (1), life (1).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 71%); BLUECROSS BLUESHIELD OF OKLAHOMA, METLIFE LEGAL PLANS follow.

Renewals concentrate in September — 86% of contracts — so most of the book comes up for review at once.

Employer states
Lines of coverage

health 1 · dental 1 · vision 1 · life 1 · disability 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
NEXTEP INC.NORMAN, OKMETROPOLITAN LIFE INSURANCE COMPANYSeptember
NEXTEP INC.NORMAN, OKMETROPOLITAN LIFE INSURANCE COMPANYSeptember
LUMATA HEALTH INC.OKLAHOMA CITY, OKBLUECROSS BLUESHIELD OF OKLAHOMASeptember
NEXTEP INC.NORMAN, OKMETROPOLITAN LIFE INSURANCE COMPANYSeptember
NEXTEP INC.NORMAN, OKMETROPOLITAN LIFE INSURANCE COMPANYSeptember
Subscriber access
2

more plans in NEXTEP BENEFITS SERVICES LLC'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