Form 5500 · Employee benefit plan · TULSA, OK
J & D ACQUISITIONS, INC.
J & D ACQUISITIONS, INC. of TULSA, OK files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BENEFIT RESOURCES, INC.. Coverage is written through AMERICAN FIDELITY ASSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 73-1351304 · plan 505 · as of Aug 2026
Plan brief
Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with AMERICAN FIDELITY ASSURANCE COMPANY, covers 294 people.
Reported premium across the insured contracts is $788,231, with $57,870 in disclosed broker commissions — about 7.3% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
BENEFIT RESOURCES, INC. is the broker of record on 4 of the 6 contracts; the rest name a different broker or none.
Two carriers split the book: AMERICAN FIDELITY ASSURANCE COMPANY and SUN LIFE ASSURANCE COMPANY OF CANADA.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AMERICAN FIDELITY ASSURANCE COMPANY | Disability | 294 | December | $357,271 | $26,861 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life | 531 | December | $259,399 | $18,070 |
| AMERICAN FIDELITY ASSURANCE COMPANY | — | 247 | December | $78,782 | $6,926 |
| AMERICAN FIDELITY ASSURANCE COMPANY | — | 144 | December | $47,182 | $2,895 |
| AMERICAN FIDELITY ASSURANCE COMPANY | — | 24 | December | $32,309 | $2,144 |
| AMERICAN FIDELITY ASSURANCE COMPANY | Health | 117 | December | $13,288 | $974 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
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