| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES LLC | ATTN CARRIE COX 4811 GAILLARDIA PKWY STE 300 OKLAHOMA CITY, OK 73142 | DELTA DENTAL OF OKLAHOMA | $25K | $181K | $206K | 8.29% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | ATTN MARK CHRONISTER 1717 MAIN ST STE 4400 DALLAS, TX 75201 | DELTA DENTAL OF OKLAHOMA | $25K | $0 | $25K | 0.99% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (OK) LLC | 4811 GAILLARDIA PARKWAY SUITE 300 OKLAHOMA CITY, OK 73142 | HARTFORD LIFE AND ACCIDENT | $45K | $0 | $45K | 5.23% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HARTFORD LIFE AND ACCIDENT | $34K | $0 | $34K | 3.88% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (SE) INC | 1901 ROXBOROUGH RD SUITE 300 CHARLOTTE, NC 28211 | HARTFORD LIFE AND ACCIDENT | $0 | $12K | $12K | 1.42% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HUMAN RESOURCE CONSULTING | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HARTFORD LIFE AND ACCIDENT | $0 | $1K | $1K | 0.14% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (OK) LLC | 4811 GAILLARDIA PARKWAY SUITE 300 OKLAHOMA CITY, OK 73142 | HARTFORD LIFE AND ACCIDENT | $10K | $0 | $10K | 1.68% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (SE) INC | 1901 ROXBOROUGH RD SUITE 300 CHARLOTTE, NC 28211 | HARTFORD LIFE AND ACCIDENT | $0 | $9K | $9K | 1.59% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HARTFORD LIFE AND ACCIDENT | $7K | $0 | $7K | 1.22% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HUMAN RESOURCE CONSULTING | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HARTFORD LIFE AND ACCIDENT | $0 | $760 | $760 | 0.13% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (OK) LLC | 4811 GAILLARDIA PARKWAY SUITE 300 OKLAHOMA CITY, OK 73142 | HARTFORD LIFE AND ACCIDENT | $33K | $0 | $33K | 8.61% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HARTFORD LIFE AND ACCIDENT | $17K | $0 | $17K | 4.55% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (SE) INC | 1901 ROXBOROUGH RD SUITE 300 CHARLOTTE, NC 28211 | HARTFORD LIFE AND ACCIDENT | $0 | $5K | $5K | 1.30% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HUMAN RESOURCE CONSULTING | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HARTFORD LIFE AND ACCIDENT | $0 | $436 | $436 | 0.11% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (OK) LLC | 4811 GAILLARDIA PARKWAY SUITE 300 OKLAHOMA CITY, OK 73142 | VISION SERVICE PLAN | $15K | $80K | $94K | 31.44% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | VISION SERVICE PLAN | $13K | $0 | $13K | 4.21% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (OK) LLC | 4811 GAILLARDIA PARKWAY SUITE 300 OKLAHOMA CITY, OK 73142 | HARTFORD LIFE AND ACCIDENT | $39K | $0 | $39K | 15.50% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HARTFORD LIFE AND ACCIDENT | $15K | $0 | $15K | 5.93% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (SE) INC | 1901 ROXBOROUGH RD SUITE 300 CHARLOTTE, NC 28211 | HARTFORD LIFE AND ACCIDENT | $0 | $2K | $2K | 0.92% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HUMAN RESOURCE CONSULTING | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HARTFORD LIFE AND ACCIDENT | $0 | $292 | $292 | 0.11% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (OK) LLC | 4811 GAILLARDIA PARKWAY SUITE 300 OKLAHOMA CITY, OK 73142 | HARTFORD LIFE AND ACCIDENT | $24K | $0 | $24K | 11.93% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HARTFORD LIFE AND ACCIDENT | $14K | $0 | $14K | 6.87% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (SE) INC | 1901 ROXBOROUGH RD SUITE 300 CHARLOTTE, NC 28211 | HARTFORD LIFE AND ACCIDENT | $0 | $2K | $2K | 1.12% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HUMAN RESOURCE CONSULTING | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HARTFORD LIFE AND ACCIDENT | $0 | $232 | $232 | 0.12% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES OK LLC | 4811 GAILLARDIA PKWY STE 300 OKLAHOMA CITY, OK 731421875 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $0 | $3K | — |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE STE 203 ORLANDO, FL 328013277 | METROPOLITAN LIFE INSURANCE COMPANY | $434 | $0 | $434 | — |
| LIAZON BENEFITS INC5 | 199 SCOTT ST FL 8 BUFFALO, NY 142042265 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | -$5K | -$5K | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 151 FARMINGTON AVE HARTFORD, CT 06156 | $1.3M |
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 | 11,507 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 19 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 51 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,577 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 2,609 | $20.2M |
| Dental | DELTA DENTAL OF OKLAHOMA | 2,690 | $2.5M |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 2,358 | $301K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 3,164 | $865K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 3,081 | $568K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 3,081 | $568K |
| Stop-loss / reinsurancereinsurance | AETNA LIFE INSURANCE COMPANY | 2,623 | $431K |
| Other(4 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 3,164 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,164 | — |
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."
No prospect flags tripped on this filing.