| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MID-AMERICA | 1350 S. BOULDER AVE., SUITE 1000 TULSA, OK 741193223 | COMMUNITYCARE | $20K | — | $20K | 2.05% |
| THE HOLMES ORGANISATION3 | P.O. BOX 1440 TULSA, OK 74101 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | — | $7K | 8.48% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL HOLMES | 1350 S. BOULDER AVE., SUITE 1000 TULSA, OK 74119 | DELTA DENTAL | $3K | — | $3K | 8.00% |
| BOSTON, PAUL M3 | 9520 GROVE RD CORDOVA, TN 380162307 | UNUM INSURANCE CO OF AMERICA | $3K | — | $3K | 13.33% |
| TEAM INSURANCE GROUP, INC.3 | 4200 E. SKELLY DR. TULSA, OK 74135 | UNUM INSURANCE CO OF AMERICA | $3K | — | $3K | 13.33% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 1350 S. BOULDER AVE., STE. 1000 TULSA, OK 741193223 | VISION SERVICE PLAN | $599 | — | $599 | 3.49% |
| THE HOLMES ORGANISATION3 Filed as: THE HOLMES ORGANISATION, INC. | 1350 S. BOULDER AVE., SUITE 1000 TULSA, OK 741193223 | VISION SERVICE PLAN | $414 | — | $414 | 2.41% |
| SCHULTZ, CAROLYN K3 | 2506 E. 21ST ST. TULSA, OK 74114 | UNUM LIFE INSURANCE CO OF AMERICA | $1K | — | $1K | 9.83% |
| THE HOLMES ORGANISATION3 Filed as: THE HOLMES ORGANISATION, INC. | PO BOX 1440 TULSA, OK 74101 | UNUM LIFE INSURANCE CO OF AMERICA | $1K | — | $1K | 9.83% |
| THE HOLMES ORGANISATION3 | 1350 S. BOULDER AVE., SUITE 1000 TULSA, OK 741193223 | DEARBORN NATIONAL LIFE INSURANCE COMPANY | $998 | — | $998 | 13.43% |
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 | 139 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 141 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMMUNITYCARE | 174 | $984K |
| Dental | DELTA DENTAL | 71 | $35K |
| Vision | VISION SERVICE PLAN | 177 | $17K |
| Life insurance(3 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 162 | $112K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 140 | $85K |
| Other(3 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 162 | $107K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 177 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.