| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STOCKTON & ASSOCIATES, INC.3 | 1901 S KELLY STE 100 EDMOND, OK 73013 | BLUE CROSS BLUE SHIELD OF OKLAHOMA | $37K | — | $37K | 5.84% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1300 S MAIN ST TULSA, OK 741193218 | BLUE CROSS BLUE SHIELD OF OKLAHOMA | — | $2K | $2K | 0.27% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GLLAGHER BENEFIT SERVICES | 1300 S MAIN ST TULSA, OK 741193218 | BLUE CROSS BLUE SHIELD OF OKLAHOMA | — | $1K | $1K | 0.23% |
| STOCKTON & ASSOCIATES, INC.3 | 1901 S KELLY STE 100 EDMOND, OK 73013 | SYMETRA LIFE INSURANCE COMPANY | $8K | — | $8K | 17.38% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: ARTHUR GALLAGHER & CO | 2850 GOLF RD 5TH FLR ROLLING MEADOWS, IL 60008 | SYMETRA LIFE INSURANCE COMPANY | — | $263 | $263 | 0.56% |
| STOCKTON & ASSOCIATES, INC.3 | 1901 S KELLY STE 100 EDMOND, OK 73013 | SYMETRA LIFE INSURANCE COMPANY | $6K | — | $6K | 15.33% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: ARTHUR GALLAGHER & CO | 2850 GOLF RD 5TH FLOOR ROLLING MEADOWS, IL 60008 | SYMETRA LIFE INSURANCE COMPANY | — | -$31 | -$31 | -0.08% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 1300 S MAIN ST TULSA, OK 74119 | SYMETRA LIFE INSURANCE COMPANY | -$120 | — | -$120 | -0.33% |
| BRENDA FREEMAN3 | 7051 JOHNSTON RD OKMULGEE, OK 74447 | AFLAC | $3K | — | $3K | 13.79% |
| CHRISTOPHER HAGER3 Filed as: CHRISTOPHER WHEELER | — | AFLAC | $468 | — | $468 | 2.24% |
| MICHAEL ARTHUR KIRK3 Filed as: MICHAEL KIRK | 8401 S 4TH ST BROKEN ARROW, OK 74011 | AFLAC | $340 | — | $340 | 1.63% |
| JOHN N KARR3 | 907 S DETROIT AVE STE 905 TULSA, OK 74120 | AFLAC | $339 | — | $339 | 1.62% |
| TRAVIS HURT3 | 18446 S 154TH EAST AVE BIXBY, OK 74008 | AFLAC | $131 | — | $131 | 0.63% |
| SANDRA MATHIS3 | 14911 S 4220 RD CLAREMORE, OK 74017 | AFLAC | $72 | — | $72 | 0.34% |
| TIMOTHY W WORTHY JR3 Filed as: TIMOTHY WORTHY | 2929 W MAIN ST DURANT, OK 74701 | AFLAC | $40 | — | $40 | 0.19% |
| IAGENTTCB LLC3 | 14911 S 4220 RD CLAREMORE, OK 74017 | AFLAC | $33 | — | $33 | 0.16% |
| TIMOTHY W WORTHY JR3 Filed as: TIMOTHY WORTHY JR | 2929 W MAIN ST DURANT, OK 74701 | AFLAC | $32 | — | $32 | 0.15% |
| JOHN A WILLIAMS COMPANY INC3 | 20316 N COUNTY ROAD 3240 PAULS VALLEY, OK 73075 | AFLAC | $26 | — | $26 | 0.12% |
| KELLY A JONES3 Filed as: KELLY JONES MORRIS | 1512 MELMART DR BARTLESVILLE, OK 74006 | AFLAC | $26 | — | $26 | 0.12% |
| LARRY D DENNY3 Filed as: LARRY DENNY | PO BOX 306 WETUMKA, OK 74883 | AFLAC | $19 | — | $19 | 0.09% |
| DARREN WARREN3 | 13504 N 2320 RD GOTEBO, OK 73041 | AFLAC | $9 | — | $9 | 0.04% |
| PAUL B BROUCHOUD3 Filed as: PAUL BROUCHOUD | 604 MARK DR DEL CITY, OK 73115 | AFLAC | $4 | — | $4 | 0.02% |
| MOFFATT DESIGNS LLC3 | 1221 LAMPLIGHTER LN EDMOND, OK 73034 | AFLAC | $1 | — | $1 | 0.00% |
| EDWARD A HALL JR3 Filed as: EDWARD HALL JR | 2224 WOODMARSH CIRCLE AUBURN, GA 30011 | AFLAC | $1 | — | $1 | 0.00% |
| JARRELL K PRENTICE3 Filed as: JARRELL PRENTICE | 1113 EAST DR EDMOND, OK 73034 | AFLAC | $1 | — | $1 | 0.00% |
| HAL W MOFFATT3 Filed as: HAL MOFFATT | — | AFLAC | $1 | — | $1 | 0.00% |
| STOCKTON & ASSOCIATES, INC.3 Filed as: STOCKTON & ASSOCIATES | 1901 S KELLY AVE STE 100 EDMOND, OK 730133912 | VISION SERVICE PLAN | $1K | — | $1K | 8.09% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | P.O. BOX 95287 CHICAGO, IL 606945287 | VISION SERVICE PLAN | -$29 | — | -$29 | -0.22% |
| KEVIN PETERSON3 | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $197 | — | $197 | 4.16% |
| KRISTIN J QUINLAN3 Filed as: KRISTIN BURGMIER | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $98 | — | $98 | 2.07% |
| JIMMY D BOONE3 Filed as: JIMMY CHAVEZ | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $23 | — | $23 | 0.49% |
| KIMBERLY FERGUSON3 Filed as: KIMBERLY SHALEUHY | — | LIBERTY NATIONAL LIFE INSURANCE COMPANY | $6 | — | $6 | 0.13% |
| STEVEN WILSON3 | 1304 NW 181ST STREET EDMOND, OK 73012 | COLONIAL LIFE &ACCIDENT INSUR. CO. | $4 | — | $4 | 0.78% |
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 | 140 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 140 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF OKLAHOMA | 140 | $635K |
| Vision | VISION SERVICE PLAN | 100 | $13K |
| Life insurance(4 contracts, 4 carriers) | SYMETRA LIFE INSURANCE COMPANY | 100 | $63K |
| Short-term disability | SYMETRA LIFE INSURANCE COMPANY | 100 | $37K |
| Other(3 contracts, 2 carriers) | SYMETRA LIFE INSURANCE COMPANY | 100 | $104K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 140 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.