No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ASSURED BENEFITS ADMINISTRATORS N/A | Claims processing; Direct payment from the plan Service code 12 | 8150 NORTH CENTRAL EXPRESSWAY DALLAS, TX 75206 | $1.4M |
| ABA UHSSUMR N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 12221 MERIT DRIVE, SUITE 1800 DALLAS, TX 75251 | $489K |
| VERUS RX LLC N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 12221 MERIT DRIVE, SUITE 1800 DALLAS, TX 75251 | $201K |
| ACRISURE TEXAS RISK ADVISORS & INSU N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 5057 KELLER SPRINGS RD STE 200 ADDISON, TX 75001 | $111K |
| OSMA EIN 73-0384245 SPONSOR | Plan Administrator; Direct payment from the plan Service code 14 | — | $102K |
| KEYSTONE INSURERS GROUP, INC. EIN 27-0367008 N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $73K |
| HENRY & HOOPER LLP N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 2505 DOG LEG TRAIL MCKINNEY, TX 75069 | $60K |
| AL TORSTRICK INSURANCE AGENCY EIN 61-0600467 N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $59K |
| FOUNDATION RISK PARTNERS EIN 81-5191759 N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $57K |
| KENTUCKY MEDICAL ASSOCIATION EIN 61-0246800 N/A | Consulting (general); Direct payment from the plan Service code 16 | — | $50K |
| SWINGLE COLLINS & ASSOCIATES N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 13760 NOEL RD STE 600 DALLAS, TX 75240 | $49K |
| CHAS M MOORE INSURANCE AGENCY, INC. EIN 61-0607472 N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $42K |
| ADVOCATE BUSINESS INSURANCE SOLUTIO EIN 84-2047961 N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 500 S TAYLOR ST STE 1100 AMARILLO, TX 79101 | $42K |
| DREW M. SMITH INC. N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 13501 TAHOE DR EDMOND, OK 730137671 | $41K |
| MOSS ADAMS LLP EIN 91-0189318 N/A | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $41K |
| CROSS POINTE INSURANCE ADVISORS LLC N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | P.O. BOX 1747 FORT SMITH, AR 72902 | $34K |
| CIS INSURANCE AND INVESTMENTS EIN 47-1673715 N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $34K |
| MYTELEMEDICINE N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 214 EAST LOUISIANA STREET, SUITE 30 MCKINNEY, TX 75069 | $32K |
| VANGUARD BENEFITS GROUP LLC N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 3325 FRENCH PARK DRIVE, STE. 1 EDMOND, OK 73034 | $32K |
| NFP CORPORATE SERVICES (OK), LLC EIN 82-0557866 N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $31K |
| JACK BELLER MEMBER | Direct payment from the plan; Other services Service code 49 | 4423 RIDGELINE DR. NORMAN, OK 73072 | $30K |
| HOLLOWAY BENEFIT CONCEPTS, LLC N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 1910 PACIFIC AVE STE 17180 DALLAS, TX 75201 | $29K |
| HOOPER CONSULTING GROUP EIN 92-2480517 N/A | Direct payment from the plan; Other services Service code 49 | — | $27K |
| MEDWATCH N/A | Direct payment from the plan; Consulting (general) Service code 16 | 5600 FISHERS LANE ROCKVILLE, MD 20852 | $27K |
| MARK C. MUELLER N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 6145 E 21ST ST TULSA, OK 74114 | $26K |
| GALLAGHER BENEFIT SERVICES N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 615 E. BRITTON ROAD OKLAHOMA CITY, OK 73114 | $26K |
| PHIA GROUP CONSULTING N/A | Direct payment from the plan; Consulting (general) Service code 16 | 163 BAY STATE DR BRAINTREE, MA 02184 | $24K |
| JOHNSON POHLMANN INSURANCE EIN 83-3288732 N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $24K |
| MCAFEE & TAFT EIN 73-0781676 N/A | Legal; Direct payment from the plan Service code 29 | 211 N ROBINSON AVE STE S1000 OKLAHOMA CITY, OK 73102 | $23K |
| PRESORT FIRST CLASS, INC. N/A | Other services; Direct payment from the plan Service code 49 | 2621 SE 15TH ST, OKLAHOMA CITY, OK OKLAHOMA CITY, OK 73102 | $20K |
| JESSICA TATE N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | PO BOX 625 MARFA, TX 79843 | $20K |
| SANTIAGO MORIN N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 4639 CORONA DR STE 26 CORPUS CHRISTI, TX 78414 | $20K |
| GENEROUS BENEFITS LLC N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 537 HOUSTON STREET COPPELL, TX 75019 | $20K |
| ADVOCATE FINANCIAL PARTNERS LOANSTA N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 2150 N COOPER ST. SUITE 700 ARLINGTON, TX 76011 | $17K |
| WAKELY CONSULTING GROUP EIN 59-3554482 N/A | Direct payment from the plan; Actuarial Service code 11 | — | $17K |
| XI HUANG N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 313 NE 50TH OKLAHOMA CITY, OK 73105 | $16K |
| CENTERSTONE INSURANCE AND FINANCIAL N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 12404 PARK CENTRAL DRIVE SUITE 400 DALLAS, TX 75251 | $16K |
| DALE NEIKIRK MEMBER | Direct payment from the plan; Other services Service code 49 | 4609 LAURELBROOK CT NORMAN, OK 73072 | $16K |
| RONALD S. EMMERT N/A | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | P.O. BOX 5639 KINGWOOD, TX 77025 | $15K |
| INSURANCE SERVICES NORTHWEST INC N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 5613 N OAKWOOD RD ENID, OK 73703 | $13K |
| LONERGAN ADVISORS, LLC NA | Direct payment from the plan; Investment advisory (plan) Service code 27 | 9315 S TOLEDO AVE STE A TULSA TULSA, OK 74137 | $10K |
| THE BENEFIT COMPANY, INC NA | Direct payment from the plan; Insurance agents and brokers Service code 22 | 250 N. PATRICK BLVD. BROOKFIELD, WI 53073 | $10K |
| INDEPENDENT MEDICAL SYSTEMS N/A | Consulting (general); Direct payment from the plan Service code 16 | 8150 N CENTRAL EXPY STE 1700 DALLAS, TX 75206 | $9K |
| LIMESTONE AGENCY N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 46 BROADWAY MOUNT STERLING, KY 40361 | $9K |
| KEVIN O. STINNETT N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 465 E. HIGH STREET, SUITE 101 LEXINGTON, KY 40507 | $9K |
| OVATION HEALTH & LIFE SERVICES EIN 20-3974530 N/A | Contract Administrator; Direct payment from the plan Service code 13 | — | $9K |
| DANA STONE N/A | Other services; Direct payment from the plan Service code 49 | 11200 PORTLAND AVE 2ND FLOOR OKLAHOMA CITY, OK 73120 | $8K |
| MITCHELL WILLIAMS N/A | Legal; Direct payment from the plan Service code 29 | 500 WEST 5TH ST AUSTIN, TX 78701 | $8K |
| MICKEY BORDEN LLC N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 620 SUMMIT BEND NORMAN, OK 73071 | $8K |
| ONE DIGITAL TOPCO, LLC NA | Other services; Direct payment from the plan Service code 49 | 200 GALLERIA PARKWAY, SUITE 1950 ATLANTA, GA 30339 | $8K |
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 | 1,921 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 207 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,128 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | DALLAS RISK MANAGEMENT | 1,884 | $750K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,884 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.