Benefits BrokerAtlas

Benefits brokers in Norman, OK

11 benefits brokers in Norman — 11 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.

Median plan under 200 participants (3)Median plan 200 to 999 participants (5)Median plan 1,000+ participants (3)
Featured spots · Norman, OK

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Richard Defalco1932 W Lindsey St Ste B · Norman, OK 73069 · Health and welfare plans6 plan filings · $65,588 disclosed · median 363 participantsNamed in Form 5500 filingsCarol Clinton Smith Marital Trust3317 Wauwinet Way · Norman, OK 73071 · Health and welfare plans5 plan filings · $1,752 disclosed · median 2,921 participantsNamed in Form 5500 filingsCindy Risky901 Montane Court · Norman, OK 73069 · Health and welfare plans3 plan filings · $566 disclosed · median 142 participantsNamed in Form 5500 filingsNextep Benefits Services LLC1800 N Interstate Drive · Norman, OK 73072 · Health and welfare plans3 plan filings · $2,119,019 disclosed · median 20,899 participantsNamed in Form 5500 filingsCarol Clinton SmithMarital Trust, 3317 Wauwinet Way · Norman, OK 73071 · Health and welfare plans2 plan filings · $265 disclosed · median 5,500 participantsNamed in Form 5500 filingsJames D Grace4401 Highland Hills Drive · Norman, OK 73026 · Health and welfare plans2 plan filings · $189 disclosed · median 176 participantsNamed in Form 5500 filingsRichard Defalco4704 Crystal Lake Road · Norman, OK 73072 · Health and welfare plans2 plan filings · $14,555 disclosed · median 288 participantsNamed in Form 5500 filingsRusty J Helin3100 S Berry Rd, Ste 200a · Norman, OK 73072 · Health and welfare plans2 plan filings · $71 disclosed · median 167 participantsNamed in Form 5500 filingsStrategic Benefit Partners, LLC200 36th Avenue NW, Suite 720382 · Norman, OK 73072 · Health and welfare plans2 plan filings · $580 disclosed · median 212 participantsNamed in Form 5500 filingsStrategic Bnft Partners LLC200 36th Ave NW #720382 · Norman, OK 73072 · Health and welfare plans2 plan filings · $1,119 disclosed · median 313 participantsNamed in Form 5500 filingsTerra Wood300 Tecumsah Ridge Road · Norman, OK 73069 · Health and welfare plans2 plan filings · $409 disclosed · median 236 participantsNamed in Form 5500 filings
Comparing benefits brokers in Norman? Ask each for a written description of every way it is paid, and read questions to ask your benefits broker.

Listed from DOL EBSA Form 5500 datasets — Schedule A Part 1, DOL EBSA Form 5500 datasets — Form 5500, DOL EFAST2 Form 5500 search. Order: most plan filings first — not a quality or price ranking — never paid. Is something wrong? Tell us.