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Form 5500 · Employee benefit plan · SHAWNEE, OK

FINLEY & COOK, PLLC

Public Form 5500 records show how FINLEY & COOK, PLLC of SHAWNEE, OK, a professional services employer, structures its employee benefits. Its broker of record is BANCFIRST INSURANCE SERVICES, INC.. Coverage is written through BLUECROSS BLUESHIELD OF OKLAHOMA and 4 other carriers. The plan's most recent policy period ended in May.

Benefits broker of record
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 73-0604334 · plan 502 · as of Aug 2026

Participants
194
Carriers on file
5
Disclosed commissions
$85,634
Renewal month
May

Plan brief

Schedule A lists 5 insured contracts covering health, dental, vision, life and disability; the largest, with BLUECROSS BLUESHIELD OF OKLAHOMA, covers 187 people.

Reported premium across the insured contracts is $1,530,534, with $85,634 in disclosed broker commissions — about 5.6% of premium.

The most recent policy period ended in May, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

BANCFIRST INSURANCE SERVICES, INC. is the broker of record on 4 of the 5 contracts; the rest name a different broker or none.

5 carriers appear on the filing — BLUECROSS BLUESHIELD OF OKLAHOMA, UNITED OF OMAHA LIFE INSURANCE COMPANY, DELTA DENTAL and VISION SERVICE PLAN among them — with BLUECROSS BLUESHIELD OF OKLAHOMA writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
BLUECROSS BLUESHIELD OF OKLAHOMAHealth187May$1,215,951$48,638
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability173May$172,312$28,624
DELTA DENTALDental126May$120,194$7,212
VISION SERVICE PLANVision126May$21,806$1,160
NEW YORK LIFE INSURANCE COMPANYLife171May$271$0

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