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Benefits Intelligence/Broker Directory/Oklahoma

Sue Wilson Brokerage Inc

Okalahoma City, OK

Sue Wilson Brokerage Inc of Okalahoma City, OK is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $56 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$56
plan year 2024

Quick answer

Sue Wilson Brokerage Inc (Okalahoma 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 Sue Wilson Brokerage Inc have?
Sue Wilson Brokerage Inc is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Sue Wilson Brokerage Inc's largest employer clients?
By plan participants, the largest include Trc Services, Inc. (171 participants).
How much does Sue Wilson Brokerage Inc earn in commissions?
Insurers reported $56 in broker commissions paid to Sue Wilson Brokerage Inc for plan year 2024, per Schedule A Part 1.
Where is Sue Wilson Brokerage Inc located?
Sue Wilson Brokerage Inc is based in Okalahoma City, OK.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Sue Wilson Brokerage Inc 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
Trc Services, Inc.TX1712025-08-31

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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.