Benefits broker of record · DALLAS, TX
SUMMIT FINANCIAL GROUP
SUMMIT FINANCIAL GROUP of DALLAS, TX is named as the broker of record on 119 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
119
Book size
$1M+
States
TX
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| HOUSING AUTHORITY OF THE CITY OF TULSA | TULSA, OK | BLUECROSS BLUESHIELD OF OKLAHOMA | December |
| ALLIANCE COAL LLC | TULSA, OK | METROPOLITAN LIFE INSURANCE COMPANY | December |
| ABEL HR, INC. | CRANBURY, NJ | METROPOLITAN LIFE INSURANCE COMPANY | October |
| MUSCOGEE NATION GAMING ENTERPRISES | TULSA, OK | SUN LIFE ASSURANCE COMPANY OF CANADA | December |
| KIRBY-SMITH MACHINERY | THE VILLAGE, OK | METROPOLITAN LIFE INSURANCE COMPANY | December |
Subscriber access
114 more plans in SUMMIT FINANCIAL GROUP'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