How many employer clients does Benefit Plan Strategies, An Alera G have?

Benefit Plan Strategies, An Alera G is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.

Who are Benefit Plan Strategies, An Alera G's largest employer clients?

By plan participants, the largest include Marco Industries, Inc. (154 participants).

How much does Benefit Plan Strategies, An Alera G earn in commissions?

Insurers reported $15,111 in broker commissions and $364 in fees paid to Benefit Plan Strategies, An Alera G for plan year 2025, per Schedule A Part 1.

Where is Benefit Plan Strategies, An Alera G located?

Benefit Plan Strategies, An Alera G is based in Tulsa, OK.

Benefits Intelligence/Broker Directory/Oklahoma

Benefit Plan Strategies, An Alera G

Tulsa, OK

Benefit Plan Strategies, An Alera G of Tulsa, OK is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $15,111 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$15,111

plan year 2025

Reported fees

$364

Quick answer

Benefit Plan Strategies, An Alera G (Tulsa, OK) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Benefit Plan Strategies, An Alera G have?: Benefit Plan Strategies, An Alera G is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Benefit Plan Strategies, An Alera G's largest employer clients?: By plan participants, the largest include Marco Industries, Inc. (154 participants).
How much does Benefit Plan Strategies, An Alera G earn in commissions?: Insurers reported $15,111 in broker commissions and $364 in fees paid to Benefit Plan Strategies, An Alera G for plan year 2025, per Schedule A Part 1.
Where is Benefit Plan Strategies, An Alera G located?: Benefit Plan Strategies, An Alera G is based in Tulsa, OK.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Benefit Plan Strategies, An Alera G on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Marco Industries, Inc.	OK	154	2026-03-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.