Benefits brokerage · 2 offices
BENEFIT PLAN STRATEGIES
BENEFIT PLAN STRATEGIES is named as the broker of record on 25 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Book profile
BENEFIT PLAN STRATEGIES brokers 25 insured contracts for 12 employers, all in Oklahoma.
Health is the largest line (9 contracts), followed by dental (9), vision (7), life (7).
METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 16%); COMMUNITYCARE HMO, BLUECROSS BLUESHIELD OF OKLAHOMA, UNITED OF OMAHA LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 84% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
- Oklahoma25
Contracts by line.
health 9 · dental 9 · vision 7 · life 7 · disability 6
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| DA/PRO RUBBER INC. | TULSA, OK | TULSA, OK | COMMUNITYCARE HMO | Apr 1FY2025 |
| ROXTEC, INC. | TULSA, OK | TULSA, OK | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
| LTC ACCOUNTING SERVICES, LLC | SALLISAW, OK | TULSA, OK | BLUECROSS BLUESHIELD OF OKLAHOMA | Jan 1FY2025 |
| LIFE SENIOR SERVICES, INC. | TULSA, OK | TULSA, OK | COMMUNITYCARE HMO | Jan 1FY2024 |
| A NEW LEAF, INC. | OWASSO, OK | TULSA, OK | COMMUNITY CARE | Jun 1FY2025 |
more employers in BENEFIT PLAN STRATEGIES's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)