| 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 | — | $23K | $23K | 2.14% |
| FRASER INSURANCE INC3 | 7633 EAST 63RD PLACE SUITE 300 TULSA, OK 74133 | COMMUNITYCARE HMO | — | $17K | $17K | 1.57% |
| CATALYST BENEFITS GROUP LLC3 Filed as: CATALYST BENEFIT GROUP LLC | 1135 EAST 33RD PLACE TULSA, OK 74105 | PRINCIPAL LIFE INSURANCE COMPANY | $4K | — | $4K | 5.92% |
| FRASER INSURANCE INC3 | 7633 EAST 63RD PLACE SUITE 300 TULSA, OK 74133 | PRINCIPAL LIFE INSURANCE COMPANY | $3K | — | $3K | 4.09% |
| CATALYST BENEFITS GROUP LLC3 | 1135 EAST 33RD PLACE TULSA, OK 74105 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 8.98% |
| FRASER INSURANCE INC3 | 7633 EAST 63RD PLACE SUITE 300 TULSA, OK 74133 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 6.02% |
| CALVIN DORSEY3 | 2049 VISTA DRIVE LEWISVILLE, TX 75067 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $121 | — | $121 | 0.63% |
| STEVEN WILSON3 | 1304 NORTHWEST 181ST STREET EDMOND, OK 73012 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $112 | — | $112 | 0.58% |
| IFC BENEFIT SOLUTIONS INC3 | 1600 AIRPORT FREEWAY BEDFORD, TX 76022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $106 | — | $106 | 0.55% |
| BOWEN FINANCIAL GROUP3 | 7633 EAST 63RD PLACE SUITE 450 TULSA, OK 74133 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | — | $62 | 0.32% |
| JACQUELINE ST HILAIRE3 | 11141 PAGEWYNNE DRIVE FRISCO, TX 75035 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | — | $55 | 0.29% |
| DERRICK DANIEL GREEN3 | 203 OAKWOOD DRIVE HENRYETTA, OK 74437 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $13 | $50 | 0.26% |
| KELLY W PUGH3 | 7367 SOUTH 286TH EAST AVENUE BROKEN ARROW, OK 74014 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.20% |
| CARRIE ANN CAMPBELL3 | 5121 REDBUD DRIVE SAND SPRINGS, OK 74063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.18% |
| KELLI R CAROTHERS3 Filed as: KELLI ROSEMARY CAROTHERS | 7310 EAST 76TH STREET TULSA, OK 74133 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | — | $31 | 0.16% |
| TAMARA M BEAM3 Filed as: TAMARA MAY BEAM | 14106 EAST 492 ROAD CLAREMORE, OK 74019 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $31 | — | $31 | 0.16% |
| SHANNON MARIE BALDWIN3 | 14620 SOUTH 52ND EAST AVENUE BIXBY, OK 74008 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | — | $28 | 0.15% |
| LISA A PERRI3 Filed as: LISA LAWSON | 9827 BIRCH DRIVE PROVIDENCE VILLAGE, TX 76227 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | — | $28 | 0.15% |
| TONY HALL3 | 1608 ALLEN DRIVE CEDAR HILL, TX 75104 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.13% |
| CINDY RISKY3 | 1013 SOUTHWEST 13TH STREET MOORE, OK 73160 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.12% |
| MPART BENEFITS INC3 | 4621 GLEN HEALTHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.12% |
| GINGER MULLINS & COMPANY INC3 | 1701 CENTERVIEW DRIVE LITTLE ROCK, AR 72211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.10% |
| GARY TWYMAN3 | 408 KINDER COURT PERKINS, OK 74059 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.09% |
| DEACON CHARLES KAVANAUGH3 | 6336 HILL CREEK DRIVE THE COLONY, TX 75056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.07% |
| BRANDI KAVANAUGH3 | 3150 AVENUE OF THE STARS FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.04% |
| DESTIN GREEN3 | 203 OAKWOOD DRIVE HENRYETTA, OK 74437 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.02% |
| NIKGREJESKEN INC3 | 120 SHELBY ROAD SHERWOOD, AR 72120 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.02% |
| DANIELLE WIND3 | 1920 EAST 2ND STREET EDMOND, OK 73034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.02% |
| TERRELL JOSEPH THORNE3 | 2060 COUNTRY ROAD 2561 PAWHUSKA, OK 74056 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
| CATALYST BENEFITS GROUP LLC3 | 1135 EAST 33RD PLACE TULSA, OK 74105 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 8.81% |
| FRASER INSURANCE INC3 | 7633 EAST 63RD PLACE SUITE 300 TULSA, OK 74133 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $882 | — | $882 | 6.20% |
| CATALYST BENEFITS GROUP LLC3 | 1135 EAST 33RD PLACE TULSA, OK 74105 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 8.49% |
| FRASER INSURANCE INC3 | 7633 EAST 63RD PLACE SUITE 300 TULSA, OK 74133 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $902 | — | $902 | 6.51% |
| CATALYST BENEFITS GROUP LLC3 | 1135 EAST 33RD PLACE TULSA, OK 74105 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 8.25% |
| FRASER INSURANCE INC3 | 7633 EAST 63RD PLACE SUITE 300 TULSA, OK 74133 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $868 | — | $868 | 6.75% |
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 | 114 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 115 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMMUNITYCARE HMO | 158 | $1.1M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 94 | $70K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 94 | $70K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 114 | $35K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 50 | $13K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 114 | $14K |
| Other(4 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 114 | $58K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 158 | — |
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.