| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PLEXUS GROUPE LLC3 | 21805 W FIELD PKWY #300 DEER PARK, IL 60010 | BLUE CROSS BLUE SHIELD OF OKLAHOMA | $67K | — | $67K | 2.76% |
| WILLIAM P BIRCHALL3 Filed as: WILLIAM BIRCHALL | 3601 CLASSEN BLVD STE 201 OKLAHOMA CITY, OK 73118 | DELTA DENTAL | $9K | — | $9K | 4.00% |
| BIRCHALL AND HAMPTON LLC3 | 3601 N CLASSEN BLVD OKLAHOMA CITY, OK 73118 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $17K | — | $17K | 15.21% |
| BIRCHALL AND HAMPTON LLC3 | 3601 N CLASSEN BLVD OKLAHOMA CITY, OK 73118 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $14K | — | $14K | 27.35% |
| BIRCHALL AND HAMPTON LLC3 | 3601 CLASSEN BLVD STE 201A OKLAHOMA CITY, OK 73118 | VISION SERVICE PLAN | $781 | — | $781 | 7.19% |
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 | 231 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 232 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF OKLAHOMA | 536 | $2.4M |
| Dental | DELTA DENTAL | 235 | $233K |
| Vision(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF OKLAHOMA | 536 | $2.4M |
| Life insurance | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 233 | $112K |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 233 | $50K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF OKLAHOMA | 536 | $2.4M |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF OKLAHOMA | 536 | $2.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 536 | — |
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.