Jim Posey Insurance
Tulsa, OK
Jim Posey Insurance of Tulsa, OK is the broker of record on 7 Form 5500 Schedule A filings covering 1 employer benefit plans, with $287,895 in reported broker commissions (plan year 2025).
Quick answer
Jim Posey Insurance (Tulsa, OK) is the broker of record for 1 employer benefit plan sponsor on 7 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Jim Posey Insurance have?
- Jim Posey Insurance is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Jim Posey Insurance's largest employer clients?
- By plan participants, the largest include Carrefour Associates, LLC (485 participants).
- How much does Jim Posey Insurance earn in commissions?
- Insurers reported $287,895 in broker commissions and $441,178 in fees paid to Jim Posey Insurance for plan year 2025, per Schedule A Part 1.
- Where is Jim Posey Insurance located?
- Jim Posey Insurance is based in Tulsa, OK.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Jim Posey Insurance 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 |
|---|---|---|---|
| Carrefour Associates, LLC | OK | 485 | 2022-12-31 |
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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.