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Form 5500 · Employee benefit plan · TULSA, OK

CITIZEN ENERGY MANAGEMENT, LLC

CITIZEN ENERGY MANAGEMENT, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MCGRIFF INSURANCE SERVICES, INC.. Coverage is written through BLUECROSS BLUESHIELD OF OKLAHOMA and 2 other carriers. The plan's most recent policy period ended in August.

Benefits broker of record
Plan renews
August

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-4102944 · plan 501 · as of Jul 2026

Participants
165
Carriers on file
3
Disclosed commissions
$82,541
Renewal month
August

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUECROSS BLUESHIELD OF OKLAHOMAHealth102August$67,148
DELTA DENTALDental36August$15,393
EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO.Vision102August$0

Questions

Who is CITIZEN ENERGY MANAGEMENT, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, CITIZEN ENERGY MANAGEMENT, LLC's broker of record is MCGRIFF INSURANCE SERVICES, INC..

What insurance carrier does CITIZEN ENERGY MANAGEMENT, LLC use?

CITIZEN ENERGY MANAGEMENT, LLC's benefit plan is written through BLUECROSS BLUESHIELD OF OKLAHOMA, among 3 disclosed carriers.

When does CITIZEN ENERGY MANAGEMENT, LLC's group plan renew?

The most recent Schedule A policy period for CITIZEN ENERGY MANAGEMENT, LLC ended in August. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CITIZEN ENERGY MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.