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Form 5500 · Employee benefit plan · MUSKOGEE, OK

IRONHORSE FINANCIAL GROUP

Public Form 5500 records show how IRONHORSE FINANCIAL GROUP (MUSKOGEE, OK) structures its employee benefits. Its broker of record is SUMMIT FINANCIAL GROUP INC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8067225 · plan 502 · as of Jul 2026

Participants
407
Carriers on file
8
Disclosed commissions
$69,801
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
METROPOLITAN LIFE INSURANCE COMPANYDental, Life, Disability692December$57,604
METROPOLITAN LIFE INSURANCE COMPANY68December$4,543
VISION SERVICE PLANVision296December$1,959
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY35December$1,760
TRANSAMERICA LIFE INSURANCE COMPANYLife40December$1,613
METROPOLITAN LIFE INSURANCE COMPANY52December$1,592
METROPOLITAN LIFE INSURANCE COMPANY9December$730
BLUECROSS BLUESHIELD OF OKLAHOMAStop-loss634December$0

Questions

Who is IRONHORSE FINANCIAL GROUP's benefits broker?

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

What insurance carrier does IRONHORSE FINANCIAL GROUP use?

IRONHORSE FINANCIAL GROUP's benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 8 disclosed carriers.

When does IRONHORSE FINANCIAL GROUP's group plan renew?

The most recent Schedule A policy period for IRONHORSE FINANCIAL GROUP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from IRONHORSE FINANCIAL GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.