| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | 615 E. BRITTON ROAD OKLAHOMA CITY, OK 73114 | BLUE CROSS BLUE SHIELD OF OKLAHOMA | $76K | — | $76K | 3.13% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPLANY | $11K | — | $11K | 6.45% |
| MICHAEL WELLER3 | 2016 OLDE RIDGE RD EDMOND, OK 73034 | AMERICAN FIDELITY ASSURANCE COMPLANY | $8K | — | $8K | 4.89% |
| OKLA AUTOMOBILE DEALERS3 | C/O MR. STEVE RANKIN, PRESIDENT OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPLANY | — | $3K | $3K | 1.76% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 615 E. BRITTON RD OKLAHOMA CITY, OK 73114 | AMERICAN FIDELITY ASSURANCE COMPLANY | $64 | — | $64 | 0.04% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 615 E. BRITTON RD OKLAHOMA CITY, OK 73114 | DELTA DENTAL | $5K | $14K | $19K | 16.32% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 615 E, BRITTON RD OKLAHOMA CITY, OK 73114 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | — | $12K | 15.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 615 E. BRITTON RD OKLAHOMA CITY, OK 73114 | VISION SERVICE PLAN | $2K | — | $2K | 3.73% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPNAY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $3K | — | $3K | 6.97% |
| MICHAEL WELLER3 | 2016 OLDE RIDGE ROAD OKLAHOMA CITY, OK 73034 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 4.94% |
| OKLAHOMA AUTOMOBILE DEALERS3 | C/O STEVE RANKIN OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $635 | $635 | 1.66% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 615 E. BRITTON ROAD OKLAHOMA CITY, OK 73114 | AMERICAN FIDELITY ASSURANCE COMPANY | $17 | — | $17 | 0.04% |
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 | 686 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 686 | 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 | 686 | $2.5M |
| Dental | DELTA DENTAL | 407 | $117K |
| Vision | VISION SERVICE PLAN | 276 | $58K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 683 | $81K |
| Short-term disability(2 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPLANY | 121 | $203K |
| Long-term disability(2 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPLANY | 121 | $203K |
| Other(3 contracts, 3 carriers) | AMERICAN FIDELITY ASSURANCE COMPLANY | 683 | $285K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 686 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.