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Sponsor portfolio

INDEPENDENT OPPORTUNITIES, INC.

EIN 74-2547238-hospital & health care-Latest filing 2025
Plans
6
Retirement
0
Welfare
6
$1.9M premiums
Participants
927
6202 S LEWIS AVE STE P - TULSA, OK 741361064918-744-5067ioi-tulsa.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
6 filings
#501Fully Insured-$1.8M - 151 lives#508Fully Insured-$37K - 82 lives#503Fully Insured-$28K - 259 lives#502Fully Insured-$8K - 181 lives#504Self Funded-0 lives#505Self Funded-0 lives

Benefits portfolio analytics

6 plans / $1.9M premiums / 673 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Life$28K
  • Dental$8K
Total $1.9M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITED HEALTHCARE INSURANCE COMPANY98%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • KELLY W PUGH95%
  • WILLIAM D STAEDKE2%
  • SHANNON MARIE BALDWIN1%
  • RSC INSURANCE BROKERAGE INC1%
  • CASSIE HAMILTON0%
  • +3 more
Total $94K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#501

INDEPENDENT OPPORTUNITIES, INC. GROUP HEALTH PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

INDEPENDENT OPPORTUNITIES, INC. SUPPLEMENTAL INSURANCE PLAN

Fully Insured - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Premiums$37K
Covered lives82
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

INDEPENDENT OPPORTUNITIES, INC. GROUP LIFE AND AD&D INSURANCE PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$28K
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

INDEPENDENT OPPORTUNITIES, INC. GROUP DENTAL PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$8K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

INDEPENDENT OPPORTUNITIES, INC. VISION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

INDEPENDENT OPPORTUNITIES, INC. FLEXIBLE SPENDING ACCOUNT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INDEPENDENT OPPORTUNITIES, INC. GROUP HEALTH PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$1.8M1512025
508INDEPENDENT OPPORTUNITIES, INC. SUPPLEMENTAL INSURANCE PLANFully InsuredCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$37K822025
503INDEPENDENT OPPORTUNITIES, INC. GROUP LIFE AND AD&D INSURANCE PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$28K2592025
502INDEPENDENT OPPORTUNITIES, INC. GROUP DENTAL PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$8K1812025
504INDEPENDENT OPPORTUNITIES, INC. VISION PLANSelf Funded-$002025
505INDEPENDENT OPPORTUNITIES, INC. FLEXIBLE SPENDING ACCOUNT PLANSelf Funded-$002025
Welfare plans
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