| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 | PO BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | $43K | $14K | $57K | 20.01% |
| SUMMIT FINANCIAL GROUP INC.3 Filed as: SUMMIT FINANCIAL GROUP, INC. | 5420 LBJ FREEWAY SUITE 750 DALLAS, TX 75240 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $5K | $5K | 1.60% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 2520 NORTHWINDS PKWY SUITE 600 ALPHARETTA, GA 300092238 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $3K | $3K | 1.04% |
| DIANNA L YINGST3 | 8721 S 200TH EAST AVE BROKEN ARROW, OK 74014 | AFLAC | $14K | $59 | $15K | 11.25% |
| JOHN N KARR3 | 907 S DETROIT AVE SUITE 905 TULSA, OK 74120 | AFLAC | $2K | $0 | $2K | 1.24% |
| ZACHARY EVERETT3 | 300 RIVERWALK TER SUITE 260 JENKS, OK 74037 | AFLAC | $1K | $14 | $1K | 1.15% |
| COREY MACINTYRE3 | 4334 S 173RD EAST AVE TULSA, OK 74134 | AFLAC | $1K | $14 | $1K | 1.12% |
| TRAVIS D HURT3 | 18446 S 154TH EAST AVE BIXBY, OK 74008 | AFLAC | $1K | $0 | $1K | 0.99% |
| CHRISTOPHER YINGST3 | 8721 S 200TH EAST AVE BROKEN ARROW, OK 74014 | AFLAC | $695 | $0 | $695 | 0.54% |
| MAEDE C MILLER3 | 17133 KNOLL DALE TRAIL CONROE, TX 77385 | AFLAC | $513 | $0 | $513 | 0.40% |
| LANCE J MILLER3 | 17133 KNOLL DALE TRAIL CONROE, TX 77385 | AFLAC | $416 | $0 | $416 | 0.32% |
| ELAINE HAMMAR3 | 7922 S 78TH EAST AVE TULSA, OK 74133 | AFLAC | $341 | $0 | $341 | 0.26% |
| LARRY D DENNY3 | PO BOX 306 WETUMKA, OK 74883 | AFLAC | $248 | $0 | $248 | 0.19% |
| DAVID L DEARDORFF3 | 1719 NW 7TH PL CAPE CORAL, FL 33993 | AFLAC | $220 | $0 | $220 | 0.17% |
| ROBERT D YINGST3 | 8721 SOUTH 200 EAST AVE BROKEN ARROW, OK 74014 | AFLAC | $210 | $0 | $210 | 0.16% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | AFLAC | $176 | $0 | $176 | 0.14% |
| KELLY A JONES3 Filed as: KELLY A JONES MORRIS | 1512 MELMART DR BARTLESVILLE, OK 74006 | AFLAC | $171 | $0 | $171 | 0.13% |
| MARK EDWIN SCHMITZ3 | 1512 W TRENTON STREET BROKEN ARROW, OK 74012 | AFLAC | $108 | $0 | $108 | 0.08% |
| DARREN R WARREN3 | 13504 N 2320 RD GOTEBO, OK 73041 | AFLAC | $57 | $0 | $57 | 0.04% |
| JOHN ROBERT DE LARIOS3 | 119 TAMAROCK CV HOLLY LAKE RANCH, TX 75765 | AFLAC | $53 | $0 | $53 | 0.04% |
| JOHN A WILLIAMS COMPANY INC3 | 20316 N COUNTY ROAD 3240 PAULS VALLEY, OK 73075 | AFLAC | $45 | $0 | $45 | 0.03% |
| DAVID TATE3 Filed as: DAVID B TATE | 701 SIMPSON STREET GREENSBORO, NC 27401 | AFLAC | $44 | $0 | $44 | 0.03% |
| MICHAEL ARTHUR KIRK3 | 8401 S 4TH STREET BROKEN ARROW, OK 74011 | AFLAC | $43 | $0 | $43 | 0.03% |
| LISA B NEWPORT3 | 1009 SETTLERS DR EDMONDS, OK 73034 | AFLAC | $33 | $0 | $33 | 0.03% |
| CAROL L SMITH3 | 2108 W WACO STREET BROKEN ARROW, OK 74011 | AFLAC | $31 | $0 | $31 | 0.02% |
| MIRANDA B TATE3 | 1410 COLIN KELLY DRIVE COLUMBIA, SC 29204 | AFLAC | $29 | $0 | $29 | 0.02% |
| HAL W MOFFATT3 | 1221 LAMPLIGHTER LANE EDMOND, OK 73034 | AFLAC | $29 | $0 | $29 | 0.02% |
| KELLI R CAROTHERS3 | 7310 E 76TH STREET TULSA, OK 74133 | AFLAC | $24 | $0 | $24 | 0.02% |
| JULIO R HERNANDEZ3 | 7304 MCPHERSON LN. MIDLAND, TX 79706 | AFLAC | $21 | $0 | $21 | 0.02% |
| JARRELL K PRENTICE3 | 1113 EAST DR EDMOND, OK 73034 | AFLAC | $18 | $0 | $18 | 0.01% |
| LESTER RAY BLACKSHEAR3 | 9192 SE 168TH COOK PL THE VILLAGES, FL 32162 | AFLAC | $18 | $0 | $18 | 0.01% |
| JACKY O MCCOY3 | 6835 HAPPY CAMP RD BEGGS, OK 74421 | AFLAC | $18 | $0 | $18 | 0.01% |
| TIFFANY DENNY3 Filed as: TIFFANY D DENNY | PO BOX 306 WETUMKA, OK 74883 | AFLAC | $17 | $0 | $17 | 0.01% |
| LARRY J POINDEXTER3 | 3310 NEW HAVEN PL BROKEN ARROW, OK 74014 | AFLAC | $17 | $0 | $17 | 0.01% |
| SHANE M OWEN3 | 8413 NW 106TH ST OKLAHOMA CITY, OK 73162 | AFLAC | $16 | $0 | $16 | 0.01% |
| DAVID D SIMPSON3 Filed as: DAVID N SMITH | 8515 BOULEVARD 26 APT 512 NORTH RICHLAND HILLS, TX 76180 | AFLAC | $13 | $0 | $13 | 0.01% |
| DEWAYNE GOLDWYN SIMPSON3 | 4204 COPPER ROCK DR EDMOND, OK 73025 | AFLAC | $12 | $0 | $12 | 0.01% |
| TRULUCK & ASSOCIATES INC3 Filed as: TRULUCK & ASSOCIATES INC. | 8721 CYPRESS RESERVE CIR ORLANDO, FL 32836 | AFLAC | $12 | $0 | $12 | 0.01% |
| PAUL B BROUCHOUD3 Filed as: PAUL B BROUCHARD | 604 MARK DR DEL CITY, OK 73115 | AFLAC | $12 | $0 | $12 | 0.01% |
| TIMOTHY M CAMPBELL3 | 9820 S 92ND EAST AVE TULSA, OK 74133 | AFLAC | $12 | $0 | $12 | 0.01% |
| MOFFATT DESIGNS LLC3 Filed as: MOFFATT DESIGNS, LLC | 1221 LAMPLIGHTER LN EDMOND, OK 73034 | AFLAC | $10 | $0 | $10 | 0.01% |
| GENA GRACE QUARANTELLO3 | 12962 E VISTAPARK DR MOORPARK, CA 83021 | AFLAC | $7 | $0 | $7 | 0.01% |
| LESLIE J BAILEY3 | 4234 N PORTAGE AVE MERIDIAN, ID 83646 | AFLAC | $6 | $0 | $6 | 0.00% |
| INTERNATIONAL INS BROKERS LTC LLC3 | PO BOX 35487 TULSA, OK 74153 | AFLAC | $6 | $0 | $6 | 0.00% |
| CHARLES M ROBERTS3 | 51776 E COUNTY ROAD 1520 STRATFORD, OK 74872 | AFLAC | $6 | $0 | $6 | 0.00% |
| STEPHEN W SIMPSON3 | 540 CELTIC CT EDMOND, OK 73025 | AFLAC | $5 | $0 | $5 | 0.00% |
| JOSHUA C ROLAN3 | 704 SEMINOLE DR PAULS VALLEY, OK 73075 | AFLAC | $5 | $0 | $5 | 0.00% |
| JEFFREY TODD MURRAY3 | 4714 COUNTRY CLUB DR MIDLAND, TX 79703 | AFLAC | $5 | $0 | $5 | 0.00% |
| AMANDA MCCANN POTTER3 | P. O. BOX 591 COMFORT, TX 78013 | AFLAC | $3 | $0 | $3 | 0.00% |
| STEVE WHITTEN3 | 7606 UNIVERSITY AVE SUITE D LUBBOCK, TX 79423 | AFLAC | $2 | $0 | $2 | 0.00% |
| EDWARD A HALL JR3 | 2224 WOODMARSH CIR AUBURN, GA 30011 | AFLAC | $1 | $0 | $1 | 0.00% |
| ELLEN C MOSLEY3 | 709 RIVERFALLS RD SAN ANGELO, TX 76903 | AFLAC | $1 | $0 | $1 | 0.00% |
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 | 357 | 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) | 357 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 617 | $286K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 617 | $286K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 617 | $286K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 617 | $286K |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 617 | $415K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 617 | — |
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.