| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BIRCHALL AND HAMPTON LLC3 | 3000 UNITED FOUNDERS BLVD, STE 135 OKLAHOMA CITY, OK 73112 | BLUE CROSS BLUE SHIELD OF OKLAHOMA | $63K | — | $63K | 2.26% |
| BIRCHALL AND HAMPTON LLC3 | 3000 UNITED FOUNDERS BLVD, STE 135 OKLAHOMA CITY, OK 73112 | DELTA DENTAL | $10K | — | $10K | 4.17% |
| BIRCHALL AND HAMPTON LLC3 | 3000 UNITED FOUNDERS BLVD OKLAHOMA CITY, OK 73112 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | — | $10K | 15.00% |
| BIRCHALL AND HAMPTON LLC3 | 3000 UNITED FOUNDERS BLVD OKLAHOMA CITY, OK 73112 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $9K | — | $9K | 12.86% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP PHOENIX | 7310 N 16TH ST #226 PHOENIX, AZ 85020 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | — | $3K | $3K | 4.29% |
| BIRCHALL AND HAMPTON LLC3 | 3000 UNITED FOUNDERS BLVD OKLAHOMA CITY, OK 73112 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 12.86% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP PHOENIX | 7310 N 16TH ST #226 PHOENIX, AZ 85020 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | — | $1K | $1K | 4.29% |
| BIRCHALL AND HAMPTON LLC3 | 3000 UNITED FOUNDERS BLVD OKLAHOMA CITY, OK 73112 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 15.00% |
| BIRCHALL AND HAMPTON LLC3 | 3000 UNITED FOUNDERS BLVD OKLAHOMA CITY, OK 73112 | VISION SERVICE PLAN | $972 | — | $972 | 6.01% |
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 | 223 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 224 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF OKLAHOMA | 506 | $2.8M |
| Dental | DELTA DENTAL | 224 | $238K |
| Vision(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF OKLAHOMA | 506 | $2.8M |
| Life insurance(2 contracts, 2 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 223 | $133K |
| Long-term disability(2 contracts, 2 carriers) | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 223 | $62K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF OKLAHOMA | 506 | $2.8M |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF OKLAHOMA | 506 | $2.8M |
| Other | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 223 | $67K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 506 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.