| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SCOUT BENEFITS GROUP LLC3 | 103 DEAN A MCGEE AVE STE 500 OKLAHOMA CITY, OK 73102 | BLUE CROSS BLUE SHIELD OF OKLAHOMA | $0 | $1K | $1K | 0.09% |
| MICHELLE SCHAFER3 | 1102 NOTTINGHAM ENID, OK 73703 | AFLAC | $6K | $196 | $6K | 9.25% |
| WESTON WHITSITT3 | 1354 CHEYENNE AVE ENID, OK 73703 | AFLAC | $1K | $46 | $1K | 1.52% |
| SHEREE L. AMOS3 Filed as: SHEREE L AMOS | 13937 TECHNOLOGY DR. STE B OKLAHOMA CITY, OK 73134 | AFLAC | $691 | $46 | $737 | 1.07% |
| EUGENIA JENKS-WHITSITT3 | 1210 CANSLER DRIVE ENID, OK 73703 | AFLAC | $603 | $0 | $603 | 0.88% |
| SHANE M OWEN3 | 3000 UNITED FOUNDERS BLVD STE 100 OKLAHOMA CITY, OK 73112 | AFLAC | $373 | $0 | $373 | 0.54% |
| JACQUELINE K QUALIZZA3 Filed as: JACQUELINE QUALIZZA | 12877 W 151 ST STREET OLATHE, KS 66062 | AFLAC | $294 | $0 | $294 | 0.43% |
| BOBBY STEWART3 | 3501 FRENCH PARK DRIVE SUITE E EDMOND, OK 73034 | AFLAC | $188 | $0 | $188 | 0.27% |
| DEVON SCHAFER3 | 1102 NOTTINGHAM RD ENID, OK 73703 | AFLAC | $119 | $0 | $119 | 0.17% |
| LARRY D DENNY3 Filed as: LARRY DENNY | PO BOX 306 WETUMKA, OK 74883 | AFLAC | $103 | $0 | $103 | 0.15% |
| DARIN WHITSITT3 | 1210 CANSLER ENID, OK 73703 | AFLAC | $69 | $0 | $69 | 0.10% |
| SHAWN R. GRANDI3 | 2009 EAGLE DR EDMOND, OK 73034 | AFLAC | $67 | $0 | $67 | 0.10% |
| KRINGS ENTERPRISES INC3 Filed as: S KRINGS ENTERPRISES INC | 1408 PRAIRIE RIDGE DR POLK CITY, IA 50226 | AFLAC | $65 | $0 | $65 | 0.09% |
| JODIE V STRECK3 | 524 N CHEYENNE ST HENNESSEY, OK 73742 | AFLAC | $63 | $0 | $63 | 0.09% |
| DEBRA SHERLOCK3 | 2216 SUNRISE AVE GRAND ISLAND, NE 68803 | AFLAC | $62 | $0 | $62 | 0.09% |
| STEPHEN W SIMPSON3 Filed as: STEPHEN SIMPSON | 540 CELTIC CT EDMOND, OK 73025 | AFLAC | $56 | $0 | $56 | 0.08% |
| PAUL B BROUCHOUD3 Filed as: PAUL BROUCHOUD | 604 MARK DRIVE DEL CITY, OK 73115 | AFLAC | $47 | $0 | $47 | 0.07% |
| COLLEEN WELLONS3 | 2726 VILLA DR EL RENO, OK 73036 | AFLAC | $44 | $0 | $44 | 0.06% |
| DONNA CDEBACA STEWART3 | 3501 FRENCH PARK DR STE E EDMOND, OK 73034 | AFLAC | $33 | $0 | $33 | 0.05% |
| STACY A KRINGS3 | 1330 PRAIRIE RIDGE DR POLK CITY, IA 50226 | AFLAC | $28 | $0 | $28 | 0.04% |
| DARREN R WARREN3 | 13504 N 2320 RD GOTEBO, OK 73041 | AFLAC | $26 | $0 | $26 | 0.04% |
| KRISTY GRAMLICH INC3 Filed as: KRISTY GRAMLICH | 110 WESTWOODS DR LIBERTY, MO 64068 | AFLAC | $21 | $0 | $21 | 0.03% |
| KELLY A GRAMLICH3 Filed as: KELLY A. GRAMLICH | 110 WESTWOODS DR LIBERTY, MO 64068 | AFLAC | $21 | $0 | $21 | 0.03% |
| SMM BENEFITS INC3 | 11408 W 72ND TER SHAWNEE, KS 66203 | AFLAC | $20 | $0 | $20 | 0.03% |
| RICHARD W. CORNELL3 | 1611 ST ANDREWS DRIVE STE 22 LAWRENCE, KS 66047 | AFLAC | $18 | $0 | $18 | 0.03% |
| CHARLES ANDERSON3 | 1984 OLDE RIDGE RD EDMOND, OK 73012 | AFLAC | $16 | $0 | $16 | 0.02% |
| JEREMY FRYE & ASSOCIATES INC3 Filed as: JEREMY J FRYE | 1508 N CHURCH RD STE B LIBERTY, MO 64068 | AFLAC | $16 | $0 | $16 | 0.02% |
| MATTHEW PHILIP BRADEN3 | 566 W MURRAY BLVD APT 4B MURRAY, UT 84123 | AFLAC | $14 | $0 | $14 | 0.02% |
| MOFFATT DESIGNS LLC3 | 1221 LAMPLIGHTER LANE EDMOND, OK 73034 | AFLAC | $13 | $0 | $13 | 0.02% |
| BRENDA MEACHAM3 | 200 EAST GARY BLVD CLINTON, OK 73601 | AFLAC | $12 | $0 | $12 | 0.02% |
| SHIRLEY MISCEVICH | 11408 W 72ND TER SHAWNEE, KS 66203 | AFLAC | $12 | $0 | $12 | 0.02% |
| JARRELL K PRENTICE3 | 1113 EAST DR EDMOND, OK 73034 | AFLAC | $7 | $0 | $7 | 0.01% |
| HAL W MOFFATT | 1221 LAMPLIGHTER LN EDMOND, OK 73034 | AFLAC | $7 | $0 | $7 | 0.01% |
| JEREMY FRYE & ASSOCIATES INC3 | 1508 N CHURCH RD SUITE B LIBERTY, MO 64068 | AFLAC | $6 | $0 | $6 | 0.01% |
| JOHN A WILLIAMS COMPANY INC3 | 20316 N COUNTY RD 3240 PAULS VALLEY, OK 73075 | AFLAC | $6 | $0 | $6 | 0.01% |
| JOSHUA C ROLAN3 Filed as: JOSHUA ROLAN | 704 SEMINOLE DR PAULS VALLEY, OK 73075 | AFLAC | $6 | $0 | $6 | 0.01% |
| THOMAS PITZENBERGER3 | 1501 SUGARLAND PKWY PLEASANTHILL, MO 64080 | AFLAC | $4 | $0 | $4 | 0.01% |
| CONSTANCE I LAGER3 Filed as: CONSTANCE LAGER | 5109 NE 55TH TERRACE KANSAS CITY, MO 64119 | AFLAC | $4 | $0 | $4 | 0.01% |
| JONATHAN SAMUEL KIRKLAND3 Filed as: JONATHAN SAMUAEL KIRKLAND | 1270 HOPEWELL CRST ALPHARETTA, GA 30004 | AFLAC | $3 | $0 | $3 | 0.00% |
| JANET ZENTMIRE RIGSBY3 | 801 MELANAE CT LIBERTY, MO 64068 | AFLAC | $2 | $0 | $2 | 0.00% |
| JENNIFER SMITH3 Filed as: JENNIFER L SMITH | 4640 S STEWART AVE SPRINGFIELD, MO 65804 | AFLAC | $2 | $0 | $2 | 0.00% |
| LESTER RAY BLACKSHEAR3 Filed as: LESTER BLACKSHEAR | 9192 SE 168TH COOK PL THE VILLAGES, FL 32162 | AFLAC | $1 | $0 | $1 | 0.00% |
| JAMES D DUDLEY3 | 1355 LYNNFIELD RD STE 259 MEMPHIS, TN 38119 | AFLAC | $1 | $0 | $1 | 0.00% |
| DONNA BAILEY3 Filed as: DONNA M BAILEY | 902 S ANN DR MARSHALL, MO 65340 | AFLAC | $1 | $0 | $1 | 0.00% |
| SCOUT BENEFITS GROUP LLC3 | 500 N WALKER AVE STE. 100 OKLAHOMA CITY, OK 73102 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 4.59% |
| MICHELLE SCHAFER3 | 1102 NOTTINGHAM RD ENID, OK 737033135 | VSP | $1K | $0 | $1K | 5.64% |
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 | 235 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 235 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF OKLAHOMA | 235 | $1.3M |
| Dental | BLUE CROSS BLUE SHIELD OF OKLAHOMA | 235 | $1.2M |
| Vision | VSP | 85 | $21K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 132 | $62K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 132 | $62K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 132 | $62K |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 132 | $62K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 235 | — |
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.