Benefits brokerage · 6 offices
SUMMIT FINANCIAL GROUP
SUMMIT FINANCIAL GROUP is named as the broker of record on 151 insurance contracts across its 6 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 |
|---|---|---|
| DALLAS | TX | 115 |
| TULSA | OK | 29 |
| OKLAHOMA CITY | OH | 3 |
| No city on file | — | 2 |
| EDMOND | OK | 1 |
| LOWELL | AR | 1 |
Book profile
SUMMIT FINANCIAL GROUP brokers 151 insured contracts for 52 employers, across 6 states, led by OK, TX, NJ.
Life is the largest line (45 contracts), followed by disability (44), health (33), vision (30).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (35, about 23%); METROPOLITAN LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF OKLAHOMA, VISION SERVICE PLAN follow.
Renewals concentrate on January 1: 65% 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 45 · disability 44 · health 33 · vision 30 · dental 22 · stop-loss 3
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 |
|---|---|---|---|---|
| CN ENTERPRISES | OKLAHOMA CITY, OK | TULSA, OK | BLUECROSS BLUESHIELD OF OKLAHOMA | Jan 1FY2024 |
| IMPERIAL LLC | TULSA, OK | TULSA, OK | BLUECROSS BLUESHIELD OF OKLAHOMA | Oct 1FY2025 |
| ALLIANCE COAL LLC | TULSA, OK | DALLAS, TX | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ORAL ROBERTS UNIVERSITY | TULSA, OK | TULSA, OK | BLUECROSS BLUESHIELD OF OKLAHOMA | Jan 1FY2024 |
| GLOBAL GAMING SOLUTION, LSP, LLC | GRAND PRAIRIE, TX | DALLAS, TX | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
more employers in SUMMIT FINANCIAL GROUP'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)