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Form 5500 · Employee benefit plan · TULSA, OK

GOODWILL INDUSTRIES OF TULSA, INC.

Public Form 5500 records show how GOODWILL INDUSTRIES OF TULSA, INC. (TULSA, OK) structures its employee benefits. Its broker of record is SUMMIT FINANCIAL GROUP. Coverage is written through BLUECROSS BLUESHIELD OF OKLAHOMA and 6 other carriers. The plan's most recent policy period ended in September.

Benefits broker of record
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 73-0614297 · plan 502 · as of Jul 2026

Participants
439
Carriers on file
7
Disclosed commissions
$94,947
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUECROSS BLUESHIELD OF OKLAHOMAHealth149September$67,229
UNITED OF OMAHA LIFE INSURANCE COMPANYLife95September$6,962
UNITED OF OMAHA LIFE INSURANCE COMPANY67September$6,887
AMERICAN HERITAGE LIFE INSURANCE COMPANY52September$5,655
GUARDIANDental, Vision175September$4,715
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability48September$2,170
UNITED OF OMAHA LIFE INSURANCE COMPANYLife401September$1,329

Questions

Who is GOODWILL INDUSTRIES OF TULSA, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, GOODWILL INDUSTRIES OF TULSA, INC.'s broker of record is SUMMIT FINANCIAL GROUP.

What insurance carrier does GOODWILL INDUSTRIES OF TULSA, INC. use?

GOODWILL INDUSTRIES OF TULSA, INC.'s benefit plan is written through BLUECROSS BLUESHIELD OF OKLAHOMA, among 7 disclosed carriers.

When does GOODWILL INDUSTRIES OF TULSA, INC.'s group plan renew?

The most recent Schedule A policy period for GOODWILL INDUSTRIES OF TULSA, INC. ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from GOODWILL INDUSTRIES OF TULSA, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.