| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LIFECARE HEALTH SERVICES, LLC3 Filed as: LIFECARE HEALTH SERVICES LLC | 4013 NW EXPRESSWAY #675 OKLAHOMA CITY, OK 73116 | AMERICAN FIDELITY ASSURANCE COMPANY | $28K | — | $28K | 8.55% |
| VHA MID AMERICA INS SVCS3 Filed as: VHA MID AMERICA INSURANCE SERV | 7415 W 130TH ST STE 200 OVERLAND PARK, KS 66213 | SYMETRA LIFE INSURANCE COMPANY | $25K | $6K | $31K | 25.04% |
| LIFECARE HEALTH SERVICES, LLC3 | — | VISION SERVICE PLAN, INC | — | $13K | $13K | 15.50% |
| GARY C HART3 Filed as: GARY HART | 1316 NW FERRIS LAWTON, OK 73507 | LEADERS LIFE INSURANCE | $2K | — | $2K | 7.95% |
| BROKER CENTRIC ALLIANCE3 Filed as: BROKER CENTRIC ALLIANCE, INC | 1350 S BOULDER, SUITE 1900 TULSA, OK 74119 | LEADERS LIFE INSURANCE | $901 | — | $901 | 3.94% |
| LIFECARE HEALTH SERVICES, LLC3 Filed as: LIFECARE HEALTH SERVICES | 4013 NW EXPRESSWAY, SUITE 675 OKLAHOMA CITY, OK 73116 | LEADERS LIFE INSURANCE | $825 | — | $825 | 3.61% |
| BALES, SUSAN3 | P.O. BOX 989 ELK CITY, OK 73648 | LEADERS LIFE INSURANCE | $181 | — | $181 | 0.79% |
| STACY HART3 | 1316 NORTHWEST FERRIS LAWTON, OK 73507 | LEADERS LIFE INSURANCE | $95 | — | $95 | 0.42% |
| WESLEY K DILLON3 Filed as: WESLEY KADE DILLON | 1316 NW FERRIS LAWTON, OK 73507 | LEADERS LIFE INSURANCE | $50 | — | $50 | 0.22% |
| COURTNEY DILLON3 | 1316 NW FERRIS LAWTON, OK 73507 | LEADERS LIFE INSURANCE | $47 | — | $47 | 0.21% |
| CROWN RISK MANAGEMENT, LLC3 Filed as: LIFECARE HEALTH SERVIES | 4013 NW EXPRESSWAY, SUITE 675 OKLAHOMA CITY, OK 73116 | ZURICH AMERICAN INSURANCE COMPANY | $126 | — | $126 | 15.07% |
| WEBTPA EMPLOYER SERVICES LLC3 Filed as: WEBTPA EMPLOYER SERVICES INC | 8500 FREEPORT PKWY SOUTH SUITE 400 IRVING, TX 75063 | WEBTPA EMPLOYER SERVICES INC | $678K | — | $678K | — |
| HEALTHCARE HIGHWAYS3 Filed as: HEALTHCARE HIGHWAY RX INC. | 1 COWBOYS WAY SUITE 290 FRISCO, TX 75034 | WEBTPA EMPLOYER SERVICES INC | $13K | — | $13K | — |
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 | 0 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY | 724 | $330K |
| Vision | VISION SERVICE PLAN, INC | 660 | $85K |
| Life insurance(2 contracts, 2 carriers) | SYMETRA LIFE INSURANCE COMPANY | 897 | $146K |
| Long-term disability | AMERICAN FIDELITY ASSURANCE COMPANY | 315 | $330K |
| Other(3 contracts, 3 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY | 897 | $455K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 897 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.