Benefits brokerage · 3 offices
BENEFIT RESOURCES, INC.
BENEFIT RESOURCES, INC. is named as the broker of record on 22 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| TULSA | OK | 18 |
| TAMPA | FL | 3 |
| CINCINNATI | OH | 1 |
Book profile
BENEFIT RESOURCES, INC. brokers 22 insured contracts for 11 employers, across 4 states, led by OK, FL, MD.
Life is the largest line (8 contracts), followed by disability (8), dental (7), vision (6).
SUN LIFE ASSURANCE COMPANY OF CANADA writes the most contracts in the book (11, about 50%); AMERICAN FIDELITY ASSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AMERICAN HERITAGE LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 59% 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.
Contracts by line.
life 8 · disability 8 · dental 7 · vision 6 · health 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| HOGANTAYLOR LLP | TULSA, OK | TULSA, OK | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
| J & D ACQUISITIONS, INC. | TULSA, OK | TULSA, OK | AMERICAN FIDELITY ASSURANCE COMPANY | Jan 1FY2025 |
| KAISER-FRANCIS OIL COMPANY | TULSA, OK | TULSA, OK | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
| S & R COMPRESSION, LLC | TULSA, OK | TULSA, OK | SUN LIFE ASSURANCE COMPANY OF CANADA | Jul 1FY2025 |
| OKLAHOMA CENTRAL CREDIT UNION | TULSA, OK | TULSA, OK | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
more employers in BENEFIT RESOURCES, INC.'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 year 2025 on this page)