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  2. FRANKFURT-SHORT-BRUZA ASSOCIATES, P.C.
Sponsor portfolio

FRANKFURT-SHORT-BRUZA ASSOCIATES, P.C.

EIN 73-1188758-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$21.0M assets
Welfare
1
$2.0M premiums
Participants
388
5801 BROADWAY EXTENSION, SUITE 500 - OKLAHOMA CITY, OK 73118405-840-2931LinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$21.0M - 236 part#502Fully Insured-$2.0M - 312 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 312 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$134K
  • Life$128K
  • Short-term disability$128K
  • Long-term disability$128K
  • Other$128K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA6%
  • AMERITAS LIFE INSURANCE CORP.1%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • NFP INSURANCE SERVICES INC100%
  • TOTALIS BENEFITS0%
  • IMG0%
Total $115K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FRANKFURT-SHORT-BRUZA ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$21.0M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FRANKFURT-SHORT-BRUZA ASSOCIATES, P.C. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$2.0M
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FRANKFURT-SHORT-BRUZA ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN401k$21.0M2362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FRANKFURT-SHORT-BRUZA ASSOCIATES, P.C. HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$2.0M3122025
Retirement plans
Welfare plans
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