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Benefits Intelligence/Broker Directory/Oklahoma

Joshua I. Worth

Oklahoma City, OK

Joshua I. Worth of Oklahoma City, OK is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $1,766 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$1,766
plan year 2024

Quick answer

Joshua I. Worth (Oklahoma City, OK) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.

How many employer clients does Joshua I. Worth have?
Joshua I. Worth is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Joshua I. Worth's largest employer clients?
By plan participants, the largest include Lift Community Action Agency, Inc. (271 participants).
How much does Joshua I. Worth earn in commissions?
Insurers reported $1,766 in broker commissions paid to Joshua I. Worth for plan year 2024, per Schedule A Part 1.
Where is Joshua I. Worth located?
Joshua I. Worth is based in Oklahoma City, OK.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Joshua I. Worth 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
Lift Community Action Agency, Inc.OK2712025-03-31

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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.