| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MASCHINO HUDELSON & ASSOCIATES3 Filed as: MASCHINO HUDELSON & ASSOCS | 4811 GAILLARDIA PKWY STE 30 OKLAHOMA CITY, OK 73142 | AETNA HEALTH, INC. | $0 | $34K | $34K | 4.10% |
| MASCHINO HUDELSON & ASSOCIATES3 Filed as: MASCHINO HUDELSON & ASSOCS | 4811 GAILLARDIA PKWY OKLAHOMA CITY, OK 73142 | AETNA LIFE INSURANCE CO. | $581 | $11K | $11K | 7.24% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES LLC | 4811 GAILLARDIA PKWY STE 300 OKLAHOMA CITY, OK 73142 | DELTA DENTAL | $5K | $0 | $5K | 8.00% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES OK LLC | 4811 GAILLARDIA PKWY STE 300 OKLAHOMA CITY, OK 73142 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $691 | $3K | 19.36% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES OK LLC | 4811 GAILLARDIA PKWY STE 300 OKLAHOMA CITY, OK 73142 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $583 | $2K | 19.88% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES OK LLC | 4811 GAILLARADIA PKWY OKLAHOMA CITY, OK 73142 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $566 | $2K | 19.73% |
| TERRA D WOOD3 | 300 TECUMSEH RIDGE RD NORMAN, OK 73069 | AFLAC | $1K | $57 | $1K | 13.33% |
| RICHARD C. DEFALCO3 Filed as: RICHARD C DEFALCO | 4704 CRYSTAL LAKE RD NORMAN, OK 73072 | AFLAC | $467 | $23 | $490 | 5.01% |
| TIMOTHY W WORTHY JR3 | 2929 W MAIN ST DURANT, OK 74701 | AFLAC | $305 | $23 | $328 | 3.35% |
| DAVID H. JOHNSON3 Filed as: DAVID H JOHNSON | 2929 W MAIN ST DURANT, OK 74701 | AFLAC | $157 | $17 | $174 | 1.78% |
| JOHN A WILLIAMS COMPANY INC3 | 20316 N COUNTY ROAD 3240 PAULS VALLEY, OK 73075 | AFLAC | $34 | $0 | $34 | 0.35% |
| LARRY D DENNY3 | PO BOX 306 WETUMKA, OK 74883 | AFLAC | $19 | $0 | $19 | 0.19% |
| JOSHUA C ROLAN3 | 704 SEMINOLE DR PAULS VALLEY, OK 73075 | AFLAC | $2 | $0 | $2 | 0.02% |
| PAUL B BROUCHOUD3 | 604 MARK DR DEL CITY, OK 73115 | AFLAC | $2 | $0 | $2 | 0.02% |
| MOFFATT DESIGNS LLC3 | 1221 LAMPLIGHTER LANE EDMOND, OK 73034 | AFLAC | $1 | $0 | $1 | 0.01% |
| SHANE M OWEN3 | 3000 UNITED FOUNDERS BLVD STE 248 OKLAHOMA CITY, OK 73112 | AFLAC | $1 | $0 | $1 | 0.01% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES OK LLC | 4811 GAILLARDIA PKWY #300 OKLAHOMA CITY, OK 73142 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $493 | $2K | 20.18% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATION SERVICES (OK) LLC | 4811 GAILLARDIA PKWY OKLAHOMA CITY, OK 731421858 | UNITEDHEALTHCARE INSURANCE COMPANY | $510 | $0 | $510 | 10.00% |
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 | 175 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 44 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 219 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA HEALTH, INC. | 200 | $980K |
| Dental | DELTA DENTAL | 142 | $57K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 54 | $5K |
| Life insurance(3 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 125 | $179K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 48 | $12K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 49 | $12K |
| Other(4 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 125 | $189K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 200 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.