PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Finley & Cook, P.L.L.C.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Finley & Cook, P.L.L.C.

EIN 73-0604334-accounting-Latest filing 2025
Plans
2
Retirement
1
$19.1M assets
Health & Benefits
1
$1.5M premiums
Participants
339
601 N. BROADWAY - SHAWNEE, OK 74802405-275-1650finley-cook.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#002401(k)-$19.1M - 197 part#502Fully insured-$1.5M - 187 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.5M premiums / 187 covered lives

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
Total $1.5M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

FINLEY & COOK 401(K) SAVINGS INCENTIVE PLAN

401(k)

Assets$19.1M
Participants197
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

FINLEY & COOK WELFARE BENEFIT PLAN

Fully insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$1.5M
Covered lives187
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002FINLEY & COOK 401(K) SAVINGS INCENTIVE PLAN401(k)$19.1M1972025
  • FINLEY & COOK 401(K) SAVINGS INCENTIVE PLAN$19.1M
    #002 · 401(k) · 2025197

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502FINLEY & COOK WELFARE BENEFIT PLANFully insuredBLUECROSS BLUESHIELD OF OKLAHOMA$1.5M1872025
  • FINLEY & COOK WELFARE BENEFIT PLAN$1.5M
    #502 · Fully insured · BLUECROSS BLUESHIELD OF OKLAHOMA · 2025187
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica