| 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 | $37K | — | $37K | 6.86% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $8K | — | $8K | 1.52% |
| 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 | $37K | — | $37K | 21.24% |
| LIFECARE HEALTH SERVICES, LLC3 | — | VISION SERVICE PLAN, INC | $1K | $15K | $16K | 16.88% |
| STACY HART3 | 1316 NW FERRIS LAWTON, OK 73647 | LEADERS LIFE INSURANCE | $2K | — | $2K | 11.11% |
| GARY C HART3 Filed as: GARY HART | 1316 NW FERRIS LAWTON, OK 73507 | LEADERS LIFE INSURANCE | $987 | — | $987 | 4.53% |
| LIFECARE HEALTH SERVICES, LLC3 Filed as: LIFECARE HEALTH SERVICES | P.O. BOX 15629 OKLAHOMA CITY, OK 731555629 | LEADERS LIFE INSURANCE | $640 | — | $640 | 2.94% |
| SUSAN BALES3 | P.O. BOX 129 FOSS, OK 73647 | LEADERS LIFE INSURANCE | $11 | — | $11 | 0.05% |
| COURTNEY DILLON3 | 1316 NW FERRIS LAWTON, OK 73507 | LEADERS LIFE INSURANCE | $10 | — | $10 | 0.05% |
| WESLEY K DILLON3 Filed as: WESLEY DILLON | 1316 NW FERRIS AVE LAWTON, OK 73507 | LEADERS LIFE INSURANCE | $9 | — | $9 | 0.04% |
| CROWN RISK MANAGEMENT, LLC3 Filed as: LIFECARE HEALTH SERVIES | 4013 NW EXPRESSWAY, SUITE 675 OKLAHOMA CITY, OK 73116 | ZURICH AMERICAN INSURANCE COMPANY | $114 | — | $114 | 15.00% |
| LIFECARE HEALTH SERVICES, LLC3 | — | VISION SERVICE PLAN, INC | $10 | $54 | $64 | 18.34% |
| WEBTPA EMPLOYER SERVICES LLC3 Filed as: WEBTPA EMPLOYER SERVICES INC | 8500 FREEPORT PKWY SOUTH SUITE 400 IRVING, TX 75063 | WEBTPA EMPLOYER SERVICES INC | $726K | — | $726K | — |
| WELLDYNERX3 | — | WEBTPA EMPLOYER SERVICES INC | $58K | — | $58K | — |
| CERPASSRX3 | — | WEBTPA EMPLOYER SERVICES INC | $2K | — | $2K | — |
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 | 777 | $532K |
| Vision(2 contracts) | VISION SERVICE PLAN, INC | 696 | $94K |
| Life insurance(2 contracts, 2 carriers) | SYMETRA LIFE INSURANCE COMPANY | 971 | $195K |
| Short-term disability | AMERICAN FIDELITY ASSURANCE COMPANY | 399 | $532K |
| Long-term disability | AMERICAN FIDELITY ASSURANCE COMPANY | 399 | $532K |
| Other(2 contracts, 2 carriers) | SYMETRA LIFE INSURANCE COMPANY | 971 | $174K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 971 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.