Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Dental$1.0M
- Short-term disability$127K
- Other$127K
- Vision$119K
- Life$119K
- +1 more
Sponsor portfolio
CCK STRATEGIES, PLLC
EIN 73-1528194financial servicesLatest filing 2025
Plans
2
Retirement
1
$9.9M assets
Welfare
1
$1.1M premiums
Participants
270
8811 S. YALE AVE., SUITE 400 - TULSA, OK 74137918-491-4036cckcpa.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 255 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- DEARBORN LIFE INSURANCE COMPANY10%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
65%top
- TEDFORD & ASSOCIATES, LLC65%
- LOCKTON COMPANIES, LLC34%
- PHOENIX FINANCIAL GROUP LLC1%
- SUZANNE PORSKE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CCK STRATEGIES PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$9.9M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CCK STRATEGIES, PLLC HEALTH & WELFARE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA
Premiums$1.1M
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CCK STRATEGIES PLLC 401(K) PROFIT SHARING PLAN | 401k | $9.9M | 149 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CCK STRATEGIES, PLLC HEALTH & WELFARE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF OKLAHOMA | $1.1M | 255 | 2025 |
Retirement plans
Welfare plans