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 | $1.4M |
| ABA UHSSUMR N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 12221 MERIT DRIVE, SUITE 1800 DALLAS, TX 75251 | $408K |
| VERUS RX LLC N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 12221 MERIT DRIVE, SUITE 1800 DALLAS, TX 75251 | $325K |
| FRATES IRWIN RISK MANAGEMENT SOLUTI N/A | Claims processing; Direct payment from the plan Service code 12 | 103 DEAN A MCGEE AVE 700 OKLAHOMA CITY, OK 73102 | $108K |
| OSMA EIN 73-0384245 SPONSOR | Plan Administrator; Direct payment from the plan Service code 14 | — | $88K |
| PAYER COMPASS N/A | Direct payment from the plan; Claims processing Service code 12 | 5800 GRANITE PARKWAY, STE 450 PLANO, TX 75024 | $50K |
| ADVOCATE BUSINESS INSURANCE SOLUTIO EIN 84-2047961 N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 500 S TAYLOR ST STE 1100 AMARILLO, TX 79101 | $49K |
| HENRY & HOOPER LLP N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 2505 DOG LEG TRAIL MCKINNEY, TX 75069 | $44K |
| 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 | $42K |
| MOSS ADAMS LLP EIN 91-0189318 N/A | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $40K |
| KEYSTONE INSURERS GROUP, INC. EIN 27-0367008 N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $34K |
| 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 |
| WAKELY CONSULTING GROUP EIN 59-3554482 N/A | Direct payment from the plan; Actuarial Service code 11 | — | $32K |
| DREW M. SMITH INC. N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 13501 TAHOE DR EDMOND, OK 730137671 | $31K |
| FOUNDATION RISK PARTNERS EIN 81-5191759 N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $29K |
| CHRISTOPHER PAUL HOPFER N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | P.O. BOX 174 GUTHRIE, OK 73044 | $29K |
| PHIA GROUP CONSULTING N/A | Direct payment from the plan; Consulting (general) Service code 16 | 163 BAY STATE DR BRAINTREE, MA 02184 | $26K |
| MYTELEMEDICINE N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 214 EAST LOUISIANA STREET, SUITE 30 MCKINNEY, TX 75069 | $25K |
| KENTUCKY MEDICAL ASSOCIATION EIN 61-0246800 N/A | Direct payment from the plan; Consulting (pension) Service code 17 | — | $25K |
| JACK BELLER MEMBER | Other services; Direct payment from the plan Service code 49 | 4423 RIDGELINE DR. NORMAN, OK 73072 | $24K |
| CARTER WINDES N/A | Direct payment from the plan; Consulting (general) Service code 16 | 4400 E BANKHEAD HWY HUDSON OAKS, TX 76087 | $22K |
| TEXMARK SOLUTIONS INC. N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 2733 GREYWOOD LANE PLANO, TX 75075 | $22K |
| THRELKELD BENEFIT PARTNERS, LLC N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 2367 OAK ALLEY TYLER, TX 75703 | $20K |
| VANGUARD BENEFITS GROUP LLC N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 3325 FRENCH PARK DRIVE, STE. 1 EDMOND, OK 73034 | $20K |
| 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 | $19K |
| GENEROUS BENEFITS LLC N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 537 HOUSTON STREET COPPELL, TX 75019 | $18K |
| 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 | $18K |
| 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 | $17K |
| AL TORSTRICK INSURANCE AGENCY EIN 61-0600467 N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $17K |
| HIGGINBOTHAM INS. AGENCY. INC. N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 500 W 13TH ST FORT WORTH, TX 75069 | $16K |
| NFP CORPORATE SERVICES (OK), LLC EIN 82-0557866 N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $16K |
| 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 | $15K |
| HALL & CLARK INSURANCE AGENCY INC EIN 61-0590355 N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $14K |
| I.G.H. GALBRAITH, LLC N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 7007 SALEM PARK DRIVE LUBBOCK, TX 79424 | $14K |
| JOHNSON POHLMANN INSURANCE EIN 83-3288732 N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $14K |
| HOOPER CONSULTING GROUP EIN 92-2480517 N/A | Direct payment from the plan; Other services Service code 49 | — | $13K |
| BOLEY FEATHERSTON HUFFMAN AND DEAL EIN 75-1308225 N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $13K |
| CIS INSURANCE AND INVESTMENTS EIN 47-1673715 N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $13K |
| DALE NEIKIRK MEMBER | Other services; Direct payment from the plan Service code 49 | 4609 LAURELBROOK CT NORMAN, OK 73072 | $13K |
| DIATOM ADVISORY, INC N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | P.O. BOX20594 OKLAHOMA CITY, OK 73156 | $11K |
| PROPER BENEFITS BROKERAGE EIN 82-5444793 N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $11K |
| MCGRIFF INSURANCE SERVICES EIN 31-1746517 N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $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 |
| FELICIANO INSURANCE SERVICES, LLC N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | 1828 E SOUTHEAST LOOP 323 STE 200 TYLER, TX 75701 | $10K |
| 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 | $9K |
| 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 | $9K |
| CHAS M MOORE INSURANCE AGENCY, INC. EIN 61-0607472 N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $8K |
| MAXCARE RX N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | 3000 E. MEMORIAL RD EDMOND, OK 730137671 | $8K |
| JESSICA TATE N/A | Insurance agents and brokers; Direct payment from the plan Service code 22 | PO BOX 625 MARFA, TX 79843 | $8K |
| 1040 VENTURES LLC EIN 87-2654895 N/A | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $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 | 2,184 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 325 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,509 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | AMERICAN NATIONAL LIFE INSURANCE COMPANY OF TEXAS | 2,259 | $653K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,259 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.