Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Life$173K
- Short-term disability$172K
- Long-term disability$172K
- Other$172K
- Dental$120K
- +1 more
Sponsor portfolio
FINLEY & COOK, P.L.L.C.
EIN 73-0604334accountingLatest filing 2025
Plans
2
Retirement
1
$19.1M assets
Welfare
1
$1.5M premiums
Participants
339
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 187 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- BLUE CROSS OF CALIFORNIA79%
- UNITED OF OMAHA LIFE INSURANCE COMPANY11%
- DELTA DENTAL OF CALIFORNIA8%
- VISION SERVICE PLAN1%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Broker market share
Schedule A broker compensation
91%top
- BANCFIRST INSURANCE SERVICES, INC.91%
- PAYCOM PAYROLL LLC9%
- DISABILITY RMS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FINLEY & COOK 401(K) SAVINGS INCENTIVE PLAN
401k
Assets$19.1M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
FINLEY & COOK WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA
Premiums$1.5M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FINLEY & COOK 401(K) SAVINGS INCENTIVE PLAN | 401k | $19.1M | 197 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | FINLEY & COOK WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF OKLAHOMA | $1.5M | 187 | 2025 |
Retirement plans
Welfare plans