| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PREMIER CONSULTING PARTNERS LLC3 Filed as: PREMIER CONSULTING PARTNERS, LLC | 10425 S REGAL BLVD STE 100 TULSA, OK 74133 | BLUECROSS BLUESHIELD OF OKLAHOMA | $142K | — | $142K | 1.89% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES, INC. | 10425 S REGAL BLVD STE 100 TULSA, OK 74133 | BLUECROSS BLUESHIELD OF OKLAHOMA | $44K | — | $44K | 0.59% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES, INC. | 10425 S 82ND E AVE STE 110 TULSA, OK 74133 | SUN LIFE ASSURANCE COMPANY OF CANADA | $40K | — | $40K | 18.82% |
| PREMIER CONSULTING PARTNERS LLC3 Filed as: PREMIER CONSULTING PARTNERS, LLC | 10425 S 82ND AVE STE 110 TULSA, OK 74133 | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | — | $6K | 2.94% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES, INC. | 10425 S 82ND E AVE STE 110 TULSA, OK 74133 | GUARDIAN | $28K | — | $28K | 16.61% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES, INC. | 10425 S 82ND E AVE STE 110 TULSA, OK 74133 | GUARDIAN | — | $7K | $7K | 4.01% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES, INC. | 10425 S 82ND E AVE STE 110 TULSA, OK 74133 | SUN LIFE ASSURANCE COMPANY OF CANADA | $7K | — | $7K | 5.75% |
| PREMIER CONSULTING PARTNERS LLC3 Filed as: PREMIER CONSULTING PARTNERS, LLC | 10425 S 82ND E AVE STE 110 TULSA, OK 74133 | SUN LIFE ASSURANCE COMPANY OF CANADA | $1K | — | $1K | 0.85% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES, INC. | 10425 S 82ND E AVE STE 110 TULSA, OK 74133 | SUN LIFE ASSURANCE COMPANY OF CANADA | $18K | — | $18K | 14.76% |
| PREMIER CONSULTING PARTNERS LLC3 Filed as: PREMIER CONSULTING PARTNERS, LLC | 10425 S 82ND E AVE, STE 110 TULSA, OK 74133 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | — | $3K | 2.59% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES, INC. | 10425 S 82ND E AVE STE 110 TULSA, OK 74133 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | — | $3K | 11.19% |
| PREMIER CONSULTING PARTNERS LLC3 Filed as: PREMIER CONSULTING PARTNERS, LLC | 10425 S 82ND E AVE, STE 110 TULSA, OK 74133 | SUN LIFE ASSURANCE COMPANY OF CANADA | $420 | — | $420 | 1.87% |
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 | 834 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 834 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF OKLAHOMA | 1,806 | $7.5M |
| Dental | GUARDIAN | 751 | $170K |
| Vision | GUARDIAN | 751 | $170K |
| Life insurance(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 834 | $235K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 834 | $124K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 834 | $122K |
| Other(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 834 | $235K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,806 | — |
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.