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Benefits Intelligence/Broker Directory/Oklahoma

Carol L Smith

Broken Arrow, OK

Carol L Smith of Broken Arrow, OK is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $51 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$51
plan year 2025

Quick answer

Carol L Smith (Broken Arrow, 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 Carol L Smith have?
Carol L Smith is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Carol L Smith's largest employer clients?
By plan participants, the largest include A G Equipment Company (468 participants).
How much does Carol L Smith earn in commissions?
Insurers reported $51 in broker commissions paid to Carol L Smith for plan year 2025, per Schedule A Part 1.
Where is Carol L Smith located?
Carol L Smith is based in Broken Arrow, OK.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Carol L Smith on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
A G Equipment CompanyOK4682026-04-30

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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.