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Benefits broker of record · TULSA, OK

RELATION INSURANCE SERVICES, INC.

RELATION INSURANCE SERVICES, INC. of TULSA, OK is named as the broker of record on 83 insurance contracts in public Form 5500 Schedule A filings.

One of 24 offices of RELATION INSURANCE SERVICES, INC..

Contracts brokered
83
Book size
$1M+
Office state
OK

83 contracts on file name RELATION INSURANCE SERVICES, 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

RELATION INSURANCE SERVICES, INC. brokers 83 insured contracts for 31 employers, across 4 states, led by OK, AR, TX.

Life is the largest line (36 contracts), followed by health (29), disability (25), vision (20).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (12, about 14%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF OKLAHOMA, DEARBORN LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 55% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 36 · health 29 · disability 25 · vision 20 · dental 19

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  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
APAVE AMERICA, INC.TULSA, OKBLUECROSS BLUESHIELD OF OKLAHOMAOct 1FY2025
PARAGON INDUSTRIES, INC.SAPULPA, OKBLUECROSS BLUESHIELD OF OKLAHOMAAug 1FY2023
IMAGENET CONSULTING, LLCOKLAHOMA CITY, OKBLUECROSS BLUESHIELD OF OKLAHOMAJan 1FY2025
THRIVE PARTNERS, LLCTULSA, OKCOMMUNITY CARE OF OKLAHOMAAug 1FY2025
COHESIVE HEALTHCARE MANAGEMENT & CONSULTINGSHAWNEE, OKBLUECROSS BLUESHIELD OF OKLAHOMAJan 1FY2025
Subscriber access
26

more employers in RELATION INSURANCE SERVICES, 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 years 2023–2025 on this page)

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