| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 EAST JACKSON BLVD CHICAGO, IL 60604 | AETNA LIFE INSURANCE CO. | — | $6K | $6K | 0.41% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: HUB INTERNATIONAL CFR | 5314 S YALE AVE., STE. 900 TULSA, OK 74135 | DELTA DENTAL | — | — | $0 | 0.00% |
| HUB INTERNATIONAL MIDWEST LIMITED Filed as: HUB INTERNATIONAL CFR | 5314 S YALE AVE., STE. 900 TULSA, OK 74135 | AETNA LIFE INSURANCE CO. | $4K | — | $4K | 6.75% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 5314 S YALE AVE., STE. 900 TULSA, OK 74135 | AETNA LIFE INSURANCE CO. | $4K | — | $4K | 5.65% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | PO BOX 844501 DALLAS, TX 752844501 | VISION SERVICE PLAN | $1K | — | $1K | 5.49% |
| SHIRLEY A BAZAY3 Filed as: SHIRLEY BAZAY | 2941 MOSSROCK 205 SAN ANTONIO, TX 78213 | AFLAC | — | — | $0 | — |
| CAROLYN W CURLESS3 Filed as: CAROLYN CURLESS | 26070 W 41ST STREET SAND SPRINGS, OK 74063 | AFLAC | — | — | $0 | — |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN AGENCY | PO BOX 1320 PRYOR, OK 74361 | AFLAC | — | — | $0 | — |
| MAEDE C MILLER3 Filed as: MAEDE MILLER | 2980 SUNRIDGE HEIGHTS PKWY, 100 HENDERSON, NV 89052 | AFLAC | — | — | $0 | — |
| JOHN S HAWKINS3 Filed as: JOHN HAWKINS | PO BOX 866 PRYOR, OK 74362 | AFLAC | — | — | $0 | — |
| DAVID L DEARDORFF3 Filed as: DAVID DEARDORFF | 1207 S 263RD W AVE TULSA, OK 74103 | AFLAC | — | — | $0 | — |
| JOHN A WILLIAMS COMPANY INC3 Filed as: JOHN A WILLIAMS COMPANY | 3100 S. BERRY RD STE 100 NORMAN, OK 73072 | AFLAC | — | — | $0 | — |
| LARRY D DENNY3 Filed as: LARRY DENNY | 3000 S. BERRY STE 110 NORMAN, OK 73072 | AFLAC | — | — | $0 | — |
| JULIE TRULUCK3 | 165D SAND LAKE ROAD STE 201D ORLANDO, FL 32809 | AFLAC | — | — | $0 | — |
| WILSON FIELDS3 | PO BOX 679 CLEVELAND, OK 74020 | AFLAC | — | — | $0 | — |
| CURTIS W OGLESBY3 | 3615 POTOMAC RIDGE COURT EAST MOBILE, AL 36695 | AFLAC | — | — | $0 | — |
| TERESA ROSE | PO BOX 721697 OKLAHOMA CITY, OK 73172 | AFLAC | — | — | $0 | — |
| RUTH JAMES | PO BOX 131 MAULDIN, SC 29662 | AFLAC | — | — | $0 | — |
| LANCE J MILLER Filed as: LANCE MILLER | 2678 PETIT TRANON ST HENDERSON, NV 89044 | AFLAC | — | — | $0 | — |
| IRVIN PENSE | 3006 E 85TH STREET TULSA, OK 74137 | AFLAC | — | — | $0 | — |
| DEWAYNE GOLDWYN SIMPSON Filed as: DEWAYNE SIMPSON | 4204 COPPER ROCK DRIVE EDMOND, OK 73025 | AFLAC | — | — | $0 | — |
| TRULUCK & ASSOCIATES INC Filed as: TRULUCK AND ASSOCIATES | 10139 PADDOCK OAKS DR RIVERVIEW, FL 33569 | AFLAC | — | — | $0 | — |
| TERRY E WEIGLE | PO BOX 460 BLACKWELL, OK 74631 | AFLAC | — | — | $0 | — |
| DARLA WEBBER CONNELLY | PO BOX 656 EDMOND, OK 73025 | AFLAC | — | — | $0 | — |
| LOFTIS AGENCY OF BLACKWELL, INC | PO BOX 460 BLACKWELL, OK 74631 | AFLAC | — | — | $0 | — |
| GENA G QUARANTELLO Filed as: GENA QUARANTELLO | 12371 SHORELINE DRIVE SPERRY, OK 74073 | AFLAC | — | — | $0 | — |
| FLOYD ALLEN JR | 7504 S ELM AVE BROKEN ARROW, OK 74011 | AFLAC | — | — | $0 | — |
| LESTER RAY BLACKSHEAR Filed as: LESTER BLACKSHEAR | 500 E FORT KING ST, STE A OCALA, FL 32836 | AFLAC | — | — | $0 | — |
| LESLIE J BAILEY Filed as: LESLIE BAILEY | 4234 N PORTAGE AVE MERIDIAN, ID 83646 | AFLAC | — | — | $0 | — |
| DAVID ROSE | PO BOX 72697 OKLAHOMA CITY, OK 73172 | AFLAC | — | — | $0 | — |
| JOHN ROBERT DE LARIOS | 4815 S HARVARD DR, STE 2853 TULSA, OK 74135 | AFLAC | — | — | $0 | — |
| MITCHELL M ALLNER3 | 607 NORTH DOUGLAS ST JENKS, OK 74037 | AFLAC | — | — | $0 | — |
| DIANNA L YINGST | 8721 S 200TH E AVE BROKEN ARROW, OK 74014 | AFLAC | — | — | $0 | — |
| JOHN N KARR Filed as: JOHN KARR | 5746 E SKELLY DRIVE TULSA, OK 74135 | AFLAC | — | — | $0 | — |
| TRAVIS HURT | 5746 E SKELLY DRIVE TULSA, OK 74135 | AFLAC | — | — | $0 | — |
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 | 379 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 379 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 379 | $1.6M |
| Dental | DELTA DENTAL | 166 | $85K |
| Vision | VISION SERVICE PLAN | 143 | $20K |
| Life insurance | AETNA LIFE INSURANCE CO. | 403 | $63K |
| Long-term disability | AETNA LIFE INSURANCE CO. | 403 | $63K |
| Other(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 403 | $63K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 403 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.