| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CATALYST BENEFITS GROUP LLC3 Filed as: CATALYST BENEFITS GROUP, LLC | 1135 EAST 33RD PLACE TULSA, OK 74105 | COMMUNITYCARE HMO | — | $38K | $38K | 3.55% |
| CATALYST BENEFITS GROUP LLC3 Filed as: CATALYST BENEFIT GROUP LLC | 1135 EAST 33RD PLACE TULSA, OK 74105 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 5.00% |
| OPES ONE ADVISORS LLC3 Filed as: OPES ONE ADVISORS OKLAHOMA LLC | 100 EAST CALIFORNIA SUITE 400 OKLAHOMA CITY, OK 73104 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $19 | — | $19 | 0.02% |
| REDBUD FINANCIAL GROUP LLC3 | 1900 NORTH WEST EXPRESSWAY OKLAHOMA CITY, OK 73118 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $12 | — | $12 | 0.02% |
| IFC BENEFIT SOLUTIONS INC3 | 1600 AIRPORT FREEWAY BEDFORD, TX 76022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $528 | — | $528 | 2.05% |
| DERRICK DANIEL GREEN3 | 203 OAKWOOD DR HENRYETTA, OK 74437 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $140 | $260 | $400 | 1.56% |
| KELLI R CAROTHERS3 Filed as: KELLI ROSEMARY CAROTHERS | 817 S ELM STE D BROKEN ARROW, OK 74012 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $374 | — | $374 | 1.46% |
| TAMARA M BEAM3 Filed as: TAMARA MAY BEAM | 14106 E 492 RD CLAREMORE, OK 74019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $374 | — | $374 | 1.46% |
| BOWEN FINANCIAL GROUP3 | 7633 E 63RD PL SUITE 450 TULSA, OK 74133 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $295 | — | $295 | 1.15% |
| STEVEN WILSON3 | 1304 NW 181ST STREET EDMOND, OK 73012 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $143 | $2 | $145 | 0.56% |
| CALVIN DORSEY3 | 2049 VISTA DR LEWISVILLE, TX 75067 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $134 | — | $134 | 0.52% |
| SHANNON MARIE BALDWIN3 | 10222 E 114TH ST S BIXBY, OK 74008 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | — | $59 | 0.23% |
| JACQUELINE ST HILAIRE3 | 11141 PAGEWYNNE DR FRISCO, TX 75035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | — | $59 | 0.23% |
| BRANDI KAVANAUGH3 | 3150 AVE OF THE STARS FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $51 | — | $51 | 0.20% |
| LISA A PERRI3 Filed as: LISA LAWSON | 9827 BIRCH DR PROVIDENCE VILLAGE, TX 76227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47 | — | $47 | 0.18% |
| KELLY W PUGH3 | 7367 S 286TH EAST AVE BROKEN ARROW, OK 74014 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | — | $44 | 0.17% |
| DESTIN GREEN3 | 203 OAKWOOD DR HENRYETTA, OK 74437 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | — | $40 | 0.16% |
| CARRIE ANN CAMPBELL3 | 5121 REDBUD DRIVE SAND SPRINGS, OK 74063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.15% |
| DEACON CHARLES KAVANAUGH3 | 6336 HILL CREEK DR THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.15% |
| GINGER MULLINS & COMPANY INC3 | 1701 CENTERVIEW DRIVE LITTLE ROCK, AR 72211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | — | $38 | 0.15% |
| CINDY RISKY3 | 1013 SW 13TH ST MOORE, OK 73160 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | $5 | $33 | 0.13% |
| TONY HALL3 | PO BOX 3397 CEDAR HILL, TX 75106 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.11% |
| GARY TWYMAN3 | 4924 CHAMPLAIN PLACE EDMOND, OK 73025 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 0.08% |
| COLONIAL LIFE & ACCIDENT3 Filed as: COLONIAL OF NORTH TEXAS INSURANCE G | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.06% |
| MPART BENEFITS INC3 | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.04% |
| NIKGREJESKEN INC3 | 120 SHELBY RD SHERWOOD, AR 72120 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.02% |
| TRACI THOMAS3 | 425 S FRETZ AVE EDMOND, OK 73003 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.02% |
| DANIELLE WIND3 | 210 WEST EDMOND ROAD EDMOND, OK 73003 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.02% |
| JENNIE WHITE3 | 929 W PRAIRIE WIND WAY MUSTANGE, OK 73064 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.02% |
| TERRELL JOSEPH THORNE3 | 2060 COUNTY RD 2561 PAWHUSKA, OK 74056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.02% |
| CATALYST BENEFITS GROUP LLC3 | 1135 EAST 33RD PLACE TULSA, OK 74105 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| CATALYST BENEFITS GROUP LLC3 | 1135 EAST 33RD PLACE TULSA, OK 74105 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| CATALYST BENEFITS GROUP LLC3 | 1135 EAST 33RD PLACE TULSA, OK 74105 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| CATALYST BENEFITS GROUP LLC3 | 1135 EAST 33RD PLACE TULSA, OK 74105 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
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 | 134 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 134 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMMUNITYCARE HMO | 163 | $1.1M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 93 | $77K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 93 | $77K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 112 | $35K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 48 | $11K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 111 | $13K |
| Other(4 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 134 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 163 | — |
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.