| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SUMMIT FINANCIAL GROUP INC.3 Filed as: SUMMIT FINANCIAL GROUP | 1350 S. BOULDER, SUITE 300 TULSA, OK 74119 | COMMUNITY CARE | $28K | — | $28K | 3.97% |
| SUMMIT FINANCIAL GROUP INC.3 Filed as: SUMMIT FINANCIAL GROUP | 1350 S. BOULDER, SUITE 300 TULSA, OK 74119 | DELTA DENTAL | $1K | — | $1K | 10.00% |
| SUMMIT FINANCIAL GROUP INC.3 Filed as: SUMMIT FINANCIAL GROUP | 5420 LBJ FWY, SUITE 725 DALLAS, TX 75240 | METROPOLITAN LIFE INSURANCE COMPANY | $262 | $35 | $297 | 10.32% |
| SUMMIT FINANCIAL GROUP INC.3 Filed as: SUMMIT FINANCIAL GROUP | 5420 LBJ FWY, SUITE 725 DALLAS, TX 75240 | VISION SERVICE PLAN | $229 | — | $229 | 9.99% |
| PRECISION ADMINISTRATORS INC.3 | 3240 W. BRITTON RD., SUITE 202 OKLAHOMA CITY, OK 73120 | COMPANION LIFE | — | $68 | $68 | 8.00% |
| CATAMOUNT COMPANIES INC3 Filed as: CATAMOUNT COMPANIES INC. | 5314 S. YALE AVE., SUITE 601 TULSA, OK 74135 | COMPANION LIFE | $68 | — | $68 | 8.00% |
| INSURANCE NETWORK AGENCY3 | P.O. BOX 7276 WOODLAND PARK, CO 80863 | COMPANION LIFE | — | $34 | $34 | 4.00% |
| CHARLES F EBERLE3 Filed as: CHARLES F. EBERLE | 644 LINN ST. CINCINNATI, OH 45203 | COMPANION LIFE | $34 | — | $34 | 4.00% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 129 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 129 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMMUNITY CARE | 365 | $706K |
| Dental | DELTA DENTAL | 117 | $13K |
| Vision | VISION SERVICE PLAN | 100 | $2K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 191 | $3K |
| Short-term disability | COMPANION LIFE | 13 | $850 |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 191 | $3K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 365 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.