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Benefits broker of record · TULSA, OK

SUMMIT FINANCIAL GROUP INC

SUMMIT FINANCIAL GROUP INC of TULSA, OK is named as the broker of record on 29 insurance contracts in public Form 5500 Schedule A filings.

One of 6 offices of SUMMIT FINANCIAL GROUP.

Contracts brokered
29
Book size
$100k–1M
Office state
OK

29 contracts on file name SUMMIT FINANCIAL GROUP 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

SUMMIT FINANCIAL GROUP INC brokers 29 insured contracts for 18 employers, across 3 states, led by OK, GA, TX.

Health is the largest line (13 contracts), followed by dental (11), vision (8), life (7).

BLUECROSS BLUESHIELD OF OKLAHOMA writes the most contracts in the book (9, about 31%); DEARBORN LIFE INSURANCE COMPANY, DELTA DENTAL, COMMUNITYCARE HMO follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 41% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 13 · dental 11 · vision 8 · life 7 · disability 6 · stop-loss 1

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
CN ENTERPRISESOKLAHOMA CITY, OKBLUECROSS BLUESHIELD OF OKLAHOMAJan 1FY2024
IMPERIAL LLCTULSA, OKBLUECROSS BLUESHIELD OF OKLAHOMAOct 1FY2025
ORAL ROBERTS UNIVERSITYTULSA, OKBLUECROSS BLUESHIELD OF OKLAHOMAJan 1FY2024
MERCER VALVE CO., INC.OKLAHOMA CITY, OKBLUECROSS BLUESHIELD OF OKLAHOMAJan 1FY2025
NELSON AUTO GROUP, LLCTULSA, OKBLUECROSS BLUESHIELD OF OKLAHOMAJul 1FY2025
Subscriber access
13

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

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