Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Employee Benefits Group, LLC
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Employee Benefits Group, LLC is named as a service provider on the Schedule C of 28 retirement plans with 100 or more participants for plan year 2024, covering 20,482 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $368K. Per plan, the median was $26.97 per participant, with the middle half of plans between $12.59 and $40.87. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Oklahoma (25), Colorado (1) and Texas (1).
In 2015 it appeared on 18 such filings; in 2024, 28. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $12.59 | $26.97 | $40.87 |
| Compensation as a share of plan net assets | 0.04% | 0.06% | 0.07% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Bridges Health 401(k) Plan | Amity Care LLC | OK | 3,107 | $32.3M | $15K |
| Mathis Brothers 401(k) Plan | Mathis Bros. Oklahoma City, LLC | OK | 2,863 | $67.8M | $25K |
| One Gas, Inc. Retirement Plan | One Gas, Inc. | OK | 2,605 | $726M | $2,500 |
| Grand Lake Mental Health Center Money Purchase Plan | Grand Lake Mental Health Center | OK | 2,404 | $28.7M | $8,796 |
| Local 344 Annuity Fund Plan | Plumbers and Pipefitters Local 344 | OK | 1,617 | $61.6M | $46K |
| Bethany Children's Health Center 401(k) Plan | The Children's Center, Inc. | OK | 998 | $42.0M | $27K |
| Mill Creek Lumber & Supply Co. Employee Savings 401(k) Plan | Mill Creek Lumber & Supply Co. | OK | 843 | $31.9M | $23K |
| Duncan Regional Hospital 403(b) Plan | Duncan Regional Hospital, Inc. | OK | 784 | $60.6M | $62K |
| T&W Tire 401(k) Profit Sharing Plan | T & W Tire Company | OK | 508 | $25.0M | $12K |
| Vision Bank Savings Incentive Plan | Vision Bank | OK | 441 | $20.7M | $13K |
| The Central Service Corporation Thrift Incentive Savings Plan | Central Service Corporation | OK | 427 | $38.6M | $9,999 |
| Oklahoma Surgical Hospital, LLC 401(k) Plan | Oklahoma Surgical Hospital, LLC | OK | 422 | $33.7M | $25K |
| Berry Aviation, Inc. Profit Sharing 401(k) Plan | Berry Aviation, Inc. | TX | 355 | $11.1M | $2,211 |
| Superior Linen Service, Inc. Retirement Savings Plan | Superior Linen Service, Inc. | OK | 329 | $8.9M | $6,302 |
| Lift 403(b) Plan | Lift Community Action Agency, Inc. | OK | 309 | $11.3M | $8,853 |
| Golden Mesa Casino 401(k) Plan | Shawnee Development , LLC | OK | 252 | $1.1M | $428 |
| A-1 Freeman Moving & Storage, Inc. 401(k) Plan | A-1 Freeman Moving & Storage, Inc. | OK | 249 | $17.7M | $9,999 |
| Ikav Energy Inc. 401(k) Plan | Ikav Energy Inc. | CO | 240 | $15.2M | $10K |
| BS&B Safety Systems 401(k) Savings and Retirement Plan | BS&B Safety Systems, LLC | OK | 220 | $28.4M | $7,254 |
| Latshaw Drilling Co., LLC 401(k) Plan | Latshaw Drilling Co., LLC | OK | 217 | $9.2M | $3,488 |
| Elmer Smith Oil Co., Inc. Employees' Profit Sharing Plan | Elmer Smith Oil Company | OK | 213 | $14.3M | $6,495 |
| Finley & Cook 401(k) Savings Incentive Plan | Finley & Cook, P.L.L.C. | OK | 208 | $17.6M | $10K |
| Adfitech, Inc. 401(k) Plan | Adfitech, Inc. | OK | 181 | $9.4M | $2,323 |
| T/j Inspection, Inc. 401(k) Plan | T/j Inspection, Inc. | OK | 163 | $4.7M | $1,933 |
| Champagne Metals, LLC 401(k) Plan | Champagne Metals, LLC | OK | 143 | $10.3M | $7,286 |
| Allen Contracting, Inc. 401(k) Retirement Plan | Allen Contracting, Inc. | OK | 133 | $8.1M | $9,728 |
| Duncan Regional Hospital Retirement Plan | Duncan Regional Hosptial, Inc. | OK | 128 | $4.2M | $3,471 |
| Innovatus Imaging Corporation 401(k) Plan | Innovatus Imaging Corporation | PA | 123 | $11.5M | $9,999 |
Questions and answers
How many plans does Employee Benefits Group, LLC serve?
28 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Employee Benefits Group, LLC?
The median plan reported $26.97 per participant in direct and indirect compensation (28 plans reporting an amount), or 0.06% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Contract Administrator (24 plans) and Other services (4 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.