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Benefits Intelligence/Broker Directory/Oklahoma

Travis Nelson

Mustang, OK

Travis Nelson of Mustang, OK is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $346 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$346
plan year 2025
Reported fees
$17

Quick answer

Travis Nelson (Mustang, OK) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2025.

How many employer clients does Travis Nelson have?
Travis Nelson is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Travis Nelson's largest employer clients?
By plan participants, the largest include Companion Health Services, LLC (271 participants).
How much does Travis Nelson earn in commissions?
Insurers reported $346 in broker commissions and $17 in fees paid to Travis Nelson for plan year 2025, per Schedule A Part 1.
Where is Travis Nelson located?
Travis Nelson is based in Mustang, OK.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Travis Nelson 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
Companion Health Services, LLCOK2712025-12-31

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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.