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 | $1.1M |
| PAYER COMPASS N/A | Claims processing; Direct payment from the plan Service code 12 | 5800 GRANITE PARKWAY, STE 450 PLANO, TX 75024 | $231K |
| OSMA EIN 73-0384245 SPONSOR | Plan Administrator; Direct payment from the plan Service code 14 | — | $78K |
| CROSS POINTE INSURANCE ADVISORS LLC N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | P.O. BOX 1747 FORT SMITH, AR 72902 | $44K |
| GALLAGHER BENEFIT SERVICES N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 615 E. BRITTON ROAD OKLAHOMA CITY, OK 73114 | $38K |
| DREW M. SMITH INC. N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 13501 TAHOE DR EDMOND, OK 730137671 | $38K |
| MOSS ADAMS LLP EIN 91-0189318 N/A | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $31K |
| CHRISTOPHER PAUL HOPFER N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | P.O. BOX 174 GUTHRIE, OK 73044 | $30K |
| JACK BELLER MEMBER | Direct payment from the plan; Other services Service code 49 | 4423 RIDGELINE DR. NORMAN, OK 73072 | $25K |
| FRATES INSURANCE & RISK MANAGEMENT EIN 26-3554645 N/A | Claims processing; Direct payment from the plan Service code 12 | — | $24K |
| WAKELY CONSULTING GROUP EIN 59-3554482 N/A | Actuarial; Direct payment from the plan Service code 11 | — | $22K |
| GREGORY M. BUWICK N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | P.O. BOX 7211423 NORMAN, OK 73070 | $21K |
| RELATION INSURANCE SERVICES N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 10425 S. 82ND E AVE. SUITE 110 TULSA, OK 74133 | $18K |
| PHIA GROUP CONSULTING N/A | Consulting (general); Direct payment from the plan Service code 16 | 163 BAY STATE DR BRAINTREE, MA 02184 | $16K |
| MULTIPLAN N/A | Insurance services; Direct payment from the plan Service code 23 | 115 FIFTH AVE NEW YORK, NY 10003 | $14K |
| MICKEY BORDEN LLC N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 620 SUMMIT BEND NORMAN, OK 73071 | $13K |
| TEXMARK SOLUTIONS INC. N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 2733 GREYWOOD LANE PLANO, TX 75075 | $13K |
| DIATOM ADVISORY, INC N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | P.O. BOX20594 OKLAHOMA CITY, OK 73156 | $11K |
| 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 | $10K |
| 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 | $10K |
| KELLY WAYNE PUGH N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 7367 SOUTH 28TH E. AVE BROKEN ARROW, OK 74014 | $8K |
| BENEFITS SELECT LLC N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 3508 FRENCH PARK DR 5 EDMOND, OK 73034 | $8K |
| BATES INSURANCE GROUP N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 400 FAIRVIEW SUITE 13 PONCA CITY, OK 74601 | $8K |
| THRELKELD BENEFIT PARTNERS, LLC N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 2367 OAK ALLEY TYLER, TX 75703 | $7K |
| BROKERAGE SERVICES, INC. N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 406 MAIN ST. HERMAN, NE 68029 | $6K |
| THOMPSON, COE, COUSINS & IRONS LLP N/A | Legal; Direct payment from the plan Service code 29 | 700 NORTH PEARL ST, 25TH FLOOR DALLAS, TX 75201 | $6K |
| DALE NEIKIRK MEMBER | Other services; Direct payment from the plan Service code 49 | 4609 LAURELBROOK CT NORMAN, OK 73072 | $6K |
| BIRCHALL AND HAMPTON LLC N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 3000 UNITED FOUNDERS BLVD. SUITE 13 OKLAHOMA CITY, OK 73112 | $5K |
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 | 1,198 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 395 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,593 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | AMERICAN NATIONAL LIFE INSURANCE COMPANY OF TEXAS | 1,305 | $398K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,305 | — |
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.
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.