| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CATAMOUNT COMPANIES INC3 Filed as: CATAMOUNT COMPANIES | DBA BENEFIT PLAN STRATEGIES 5314 S. YALE AVE TULSA, OK 74135 | BLUE CROSS BLUE SHIELD OF OKLAHOMA | $8K | — | $8K | 0.59% |
| CATAMOUNT COMPANIES INC3 Filed as: CATAMOUNT COMPANIES | DBA BENEFIT PLAN STRATEGIES 5314 S YALE AVE TULSA, OK 74135 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $31K | — | $31K | 15.00% |
| CATAMOUNT COMPANIES INC3 Filed as: CATAMOUNT COMPANIES | DBA BENEFIT PLAN STRATEGIES 5314 S YALE AVE TULSA, OK 74135 | DELTA DENTAL OF OKLAHOMA | $14K | — | $14K | 10.00% |
| CATAMOUNT COMPANIES INC3 Filed as: CATAMOUNT COMPANIES | DBA BENEFIT PLAN STRATEGIES 5314 S. YALE AVE TULSA, OK 74135 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | $794 | $7K | 16.88% |
| CATAMOUNT COMPANIES INC3 Filed as: CATAMOUNT COMPANIES | DBA BENEFIT PLAN STRATEGIES 5314 S. YALE AVE TULSA, OK 74135 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $270 | $3K | 16.70% |
| CATAMOUNT COMPANIES INC3 Filed as: CATAMOUNT COMPANIES | DBA BENEFIT PLAN STRATEGIES 5314 S YALE AVE TULSA, OK 74135 | EYEMED VISION CARE | $1K | — | $1K | 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 | 346 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 346 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF OKLAHOMA | 346 | $1.3M |
| Dental | DELTA DENTAL OF OKLAHOMA | 143 | $136K |
| Vision | EYEMED VISION CARE | 348 | $15K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 177 | $42K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 158 | $16K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF OKLAHOMA | 346 | $1.3M |
| Stop-loss / reinsurancereinsurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 142 | $205K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 348 | — |
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.