| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 | 4775 E. 91ST STREET, SUITE 200 TULSA, OK 74137 | BLUECROSS BLUESHIELD OF OKLAHOMA | $64K | — | $64K | 4.03% |
| PREMIER CONSULTING PARTNERS LLC3 Filed as: PREMIER CONSULTING PARTNERS | 10441 S REGAL BLVD TULSA, OK 74133 | BLUECROSS BLUESHIELD OF OKLAHOMA | $6K | — | $6K | 0.39% |
| PLAN BENEFIT ANALYSTS OF TULSA INC3 | 4775 E 91ST ST. SUITE 200 TULSA, OK 74137 | DELTA DENTAL | $5K | — | $5K | 4.83% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL PLAN BENEFIT ANAL | 4775 E. 91ST STREET, SUITE 200 TULSA, OK 74137 | DELTA DENTAL | $4K | — | $4K | 3.17% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 5314 S YALE AVE TULSA, OK 74135 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $265 | $2K | 17.10% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 5314 S YALE AVE TULSA, OK 74135 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $161 | $1K | 11.39% |
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 | 234 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 234 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF OKLAHOMA | 330 | $1.6M |
| Dental | DELTA DENTAL | 170 | $112K |
| Vision | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 81 | $12K |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 234 | $13K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 330 | — |
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.