| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PREMIER CONSULTING PARTNERS LLC3 | 10441 S REGAL BLVD SUITE 100 TULSA, OK 74133 | AETNA LIFE INSURANCE CO. | $0 | $62K | $62K | 5.45% |
| PREMIER CONSULTING PARTNERS LLC3 | 10441 S REGAL BLVD. SUITE 100 TULSA, OK 741337189 | METROPOLITAN LIFE INSURANCE COMPANY | $14K | $0 | $14K | 13.32% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 6100 S YALE AVE SUITE 1900 TULSA, OK 741361947 | METROPOLITAN LIFE INSURANCE COMPANY | -$5 | $0 | -$5 | -0.00% |
| PREMIER CONSULTING PARTNERS LLC3 | 10425 S 82ND E AVE SUITE 100 TULSA, OK 74133 | DELTA DENTAL | $3K | $0 | $3K | 4.00% |
| PREMIER CONSULTING PARTNERS LLC3 | 10441 S REGAL BLVD SUITE 100 TULSA, OK 741337189 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $0 | $3K | 10.68% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 6100 S YALE AVE SUITE 1900 TULSA, OK 741361947 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $0 | $1K | 4.26% |
| LIAZON BENEFITS INC3 Filed as: LIAZON BENEFITS INC. | 199 SCOTT STREET FLOOR 8 BUFFALO, NY 142042265 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $724 | $724 | 2.71% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 16253 COLLECTION CENTER DR 40 W MADISON 4TH FL BANK OF AMERICA CHICAGO, IL 606930162 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $151 | $151 | 0.57% |
| LIAZON BENEFITS INC5 Filed as: LIAZON BENEFITS INC. | 199 SCOTT STREET FLOOR 8 BUFFALO, NY 142042265 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $102 | $102 | 0.38% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | PO BOX 3009 ARLINGTON HEIGHTS, IL 600063009 | METROPOLITAN LIFE INSURANCE COMPANY | $9 | $0 | $9 | 0.03% |
| PREMIER CONSULTING PARTNERS LLC3 | 10441 S REGAL BLVD SUITE 100 TULSA, OK 741337189 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $0 | $1K | 9.79% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 6100 S YALE AVE SUITE 1900 TULSA, OK 741361947 | METROPOLITAN LIFE INSURANCE COMPANY | $920 | $0 | $920 | 6.13% |
| LIAZON BENEFITS INC3 Filed as: LIAZON BENEFITS INC. | 199 SCOTT STREET FLOOR 8 BUFFALO, NY 142042265 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $610 | $610 | 4.06% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 16253 COLLECTION CENTER DR 40 W MADISON 4TH FL BANK OF AMERICA CHICAGO, IL 606930162 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $123 | $123 | 0.82% |
| LIAZON BENEFITS INC5 | 199 SCOTT STREET FLOOR 8 BUFFALO, NY 142042265 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $59 | $59 | 0.39% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | PO BOX 3009 ARLINGTON HEIGHTS, IL 600063009 | METROPOLITAN LIFE INSURANCE COMPANY | $1 | $0 | $1 | 0.01% |
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 | 108 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 109 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 145 | $1.1M |
| Dental | DELTA DENTAL | 104 | $87K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 124 | $102K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 124 | $102K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 124 | $102K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 124 | $102K |
| Other(3 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 124 | $144K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 145 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.