Phoenix Financial Group, LLC
Broken Arrow, OK
Phoenix Financial Group, LLC of Broken Arrow, OK is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $1,126 in reported broker commissions (plan year 2025).
Quick answer
Phoenix Financial Group, LLC (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 Phoenix Financial Group, LLC have?
- Phoenix Financial Group, LLC is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Phoenix Financial Group, LLC's largest employer clients?
- By plan participants, the largest include Cck Strategies, Pllc (121 participants).
- How much does Phoenix Financial Group, LLC earn in commissions?
- Insurers reported $1,126 in broker commissions paid to Phoenix Financial Group, LLC for plan year 2025, per Schedule A Part 1.
- Where is Phoenix Financial Group, LLC located?
- Phoenix Financial Group, LLC is based in Broken Arrow, OK.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Phoenix Financial Group, LLC 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 |
|---|---|---|---|
| Cck Strategies, Pllc | OK | 121 | 2025-12-31 |
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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.