No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ASSURED BENEFITS ADMINISTRATORS N/A | Direct payment from the plan; Claims processing 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 | $170K |
| ABA UHSSUMR N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 12221 MERIT DRIVE, SUITE 1800 DALLAS, TX 75251 | $102K |
| OSMA EIN 73-0384245 SPONSOR | Direct payment from the plan; Plan Administrator Service code 14 | — | $83K |
| FRATES IRWIN RISK MANAGEMENT SOLUTI N/A | Direct payment from the plan; Claims processing Service code 12 | 103 DEAN A MCGEE AVE 700 OKLAHOMA CITY, OK 73102 | $68K |
| DREW M. SMITH INC. N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 13501 TAHOE DR EDMOND, OK 730137671 | $50K |
| 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 | $48K |
| WAKELY CONSULTING GROUP EIN 59-3554482 N/A | Actuarial; Direct payment from the plan Service code 11 | — | $34K |
| MOSS ADAMS LLP EIN 91-0189318 N/A | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $32K |
| 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 | $31K |
| 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 | $28K |
| ADVOCATE BUSINESS INSURANCE SOLUTIO N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 500 S TAYLOR ST STE 1100 AMARILLO, TX 79101 | $28K |
| CHRISTOPHER PAUL HOPFER N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | P.O. BOX 174 GUTHRIE, OK 73044 | $26K |
| JACK BELLER MEMBER | Other services; Direct payment from the plan Service code 49 | 4423 RIDGELINE DR. NORMAN, OK 73072 | $25K |
| THRELKELD BENEFIT PARTNERS, LLC N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 2367 OAK ALLEY TYLER, TX 75703 | $23K |
| 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 | $20K |
| CHRISTOPHER ALLAN DARWIN N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 4511 BUENA VISTA LANE MCKINNEY, TX 75070 | $20K |
| GREGORY M. BUWICK N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | P.O. BOX 7211423 NORMAN, OK 73070 | $20K |
| 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 | $19K |
| CARTER WINDES N/A | Consulting (general); Direct payment from the plan Service code 16 | 4400 E BANKHEAD HWY HUDSON OAKS, TX 76087 | $17K |
| 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 | Direct payment from the plan; Insurance services Service code 23 | 115 FIFTH AVE NEW YORK, NY 10003 | $16K |
| DALE NEIKIRK MEMBER | Other services; Direct payment from the plan Service code 49 | 4609 LAURELBROOK CT NORMAN, OK 73072 | $15K |
| HIGGINBOTHAM INS. AGENCY. INC. N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 500 W 13TH ST FORT WORTH, TX 75069 | $14K |
| 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 | $14K |
| DIATOM ADVISORY, INC N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | P.O. BOX20594 OKLAHOMA CITY, OK 73156 | $13K |
| MYTELEMEDICINE N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 214 EAST LOUISIANA STREET, SUITE 30 MCKINNEY, TX 75069 | $12K |
| TEXMARK SOLUTIONS INC. N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 2733 GREYWOOD LANE PLANO, TX 75075 | $11K |
| IONE BENEFITS GROUP INC N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 1576 MONTEITH AVE STE B HERNANDO, MS 38632 | $11K |
| I.G.H. GALBRAITH, LLC N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 7007 SALEM PARK DRIVE LUBBOCK, TX 79424 | $10K |
| BENEFITS SELECT LLC N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 3508 FRENCH PARK DR 5 EDMOND, OK 73034 | $10K |
| RELATION INSURANCE SERVICES N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 10425 S. 82ND E AVE. SUITE 110 TULSA, OK 74133 | $9K |
| GENEROUS BENEFITS LLC N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 537 HOUSTON STREET COPPELL, TX 75019 | $9K |
| 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 | $9K |
| DARYLE DEWAYNE VOSS MEMBER | Other services; Direct payment from the plan Service code 49 | 604 PEBBLE BEACH DRIVE ARDMORE, OK 73401 | $7K |
| BROKERAGE SERVICES, INC. N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 406 MAIN ST. HERMAN, NE 68029 | $7K |
| WILLIAM OEHLERT MEMBER | Direct payment from the plan; Other services Service code 49 | 3017 ROCK RIDGE PLACE OKLAHOMA CITY, OK 73120 | $6K |
| HENRY & HOOPER LLP N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 2505 DOG LEG TRAIL MCKINNEY, TX 75069 | $6K |
| TIOPA, INC N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 5608 MALVEY AVENUE, SUITE 200 FORT WORTH, TX 76107 | $6K |
| AUDRA LINCK N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 11955 DALLAS PKWY, STE 400 FRISCO, TX 75033 | $6K |
| LEE SCHOEFFLER MEMBER | Other services; Direct payment from the plan Service code 49 | 4303 MOORGATE DRIVE NORMAN, OK 73072 | $6K |
| JOHN A. ROBINSON MEMBER | Direct payment from the plan; Other services Service code 49 | 501 E MACARTHUR ST SHAWNEE, OK 74804 | $6K |
| 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 | $6K |
| MICKEY BORDEN LLC N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 620 SUMMIT BEND NORMAN, OK 73071 | $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 | 1,517 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 306 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,823 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | AMERICAN NATIONAL LIFE INSURANCE COMPANY OF TEXAS | 1,514 | $461K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,514 | — |
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.