| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCS., INC. | 6100 SOUTH YALE AVENUE, SUITE 1900 TULSA, OK 74136 | STANDARD INSURANCE COMPANY | $88K | $21K | $108K | 18.36% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCS., INC. | 1065 AVENUE OF THE AMERICAS NEW YORK, NY 10018 | STANDARD INSURANCE COMPANY | $0 | $27K | $27K | 4.52% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCS., INC. | 6100 SOUTH YALE AVENUE, SUITE 1900 TULSA, OK 74136 | DELTA DENTAL OF OKLAHOMA | $31K | $0 | $31K | 6.54% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1300 SOUTH MAIN STREET TULSA, OK 74119 | DELTA DENTAL OF OKLAHOMA | $7K | $0 | $7K | 1.46% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCS., INC. | 6100 SOUTH YALE AVENUE, SUITE 1900 TULSA, OK 74136 | PRIMARY VISION CARE SERVICES | $12K | $0 | $12K | 9.89% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 615 EAST BRITTON ROAD OKLAHOMA CITY, OK 73114 | PRIMARY VISION CARE SERVICES | $2K | $0 | $2K | 1.81% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCS., INC. | 6100 SOUTH YALE AVENUE, SUITE 1900 TULSA, OK 74136 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $15K | $4K | $19K | 17.22% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 1300 SOUTH MAIN STREET TULSA, OK 74119 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 1.49% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCS., INC. | 6100 SOUTH YALE AVENUE, SUITE 1900 TULSA, OK 74136 | NEW BENEFITS | $5K | $0 | $5K | 5.05% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCS., INC. | 6100 SOUTH YALE AVENUE, SUITE 1900 TULSA, OK 74136 | LEADERS LIFE INSURANCE COMPANY | $1K | $0 | $1K | 14.29% |
| BAFFIN BAY MARKETING GROUP, LLC3 | PO BOX 161690 AUSTIN, TX 78716 | LEADERS LIFE INSURANCE COMPANY | $88 | $0 | $88 | 0.89% |
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 | 1,165 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,165 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | NEW BENEFITS | 1,228 | $95K |
| Dental | DELTA DENTAL OF OKLAHOMA | 814 | $476K |
| Vision | PRIMARY VISION CARE SERVICES | 1,242 | $124K |
| Life insurance(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 1,165 | $600K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 249 | $108K |
| Long-term disability | STANDARD INSURANCE COMPANY | 1,165 | $590K |
| Other | STANDARD INSURANCE COMPANY | 1,165 | $590K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,242 | — |
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.