Benefits broker of record · NORMAN, OK
RICHARD DEFALCO
RICHARD DEFALCO of NORMAN, OK is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
Book profile
RICHARD DEFALCO brokers 4 insured contracts for 4 employers, all in Oklahoma.
The book is entirely health coverage.
METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 75%); CONTINENTAL AMERICAN INSURANCE COMPANY follow.
Renewals concentrate on October 1: 75% of the dated welfare contracts have policy years ending in September, 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.
Contracts by line.
health 3
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 |
|---|---|---|---|
| KICKAPOO TRIBE OF OKLAHOMA | MCLOUD, OK | METROPOLITAN LIFE INSURANCE COMPANY | Oct 1FY2025 |
| KICKAPOO TRIBE OF OKLAHOMA | MCLOUD, OK | METROPOLITAN LIFE INSURANCE COMPANY | Oct 1FY2025 |
| KICKAPOO TRIBE OF OKLAHOMA | MCLOUD, OK | METROPOLITAN LIFE INSURANCE COMPANY | Oct 1FY2025 |
| CYTOVANCE BIOLOGICS, INC. | OKLAHOMA CITY, OK | CONTINENTAL AMERICAN INSURANCE COMPANY | Jan 1FY2025 |
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)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both