| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 | 6100 S YALE AVE, STE 1900 TULSA, OK 74136 | BLUECROSS BLUESHIELD OF OKLAHOMA | $271K | $33K | $304K | 3.34% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LIMITEDOK | 6100 S YALE AVE, STE 1900 TULSA, OK 74136 | BLUECROSS BLUESHIELD OF OKLAHOMA | — | $6K | $6K | 0.07% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 6100 S YALE AVENUE, STE 1900 TULSA, OK 74136 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $125K | — | $125K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E JACKSON BLVD 14TH FL STE 14A CHICAGO, IL 60604 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $16K | $16K | 1.96% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 6100 S. YALE AVENUE, SUITE 1900 TULSA, OK 74136 | BLUECROSS BLUESHIELD OF OKLAHOMA | $20K | $31K | $51K | 6.47% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LIMITEDOK | 6100 S. YALE AVENUE, SUITE 1900 TULSA, OK 74136 | BLUECROSS BLUESHIELD OF OKLAHOMA | — | $6K | $6K | 0.75% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 6100 S. YALE AVE., STE 1900 TULSA, OK 74136 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $90K | — | $90K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E JACKSON BLVD 14TH FL STE 14A CHICAGO, IL 60604 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $12K | $12K | 1.93% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 6100 S. YALE AVE., STE 1900 TULSA, OK 74136 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $41K | — | $41K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E JACKSON BLVD 14TH FL STE 14A CHICAGO, IL 60604 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $5K | $5K | 1.93% |
| BENEFIT RESOURCES, INC.3 | 4775 E 91ST STREET, SUITE 100 TULSA, OK 74137 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $35K | — | $35K | 17.30% |
| BENEFIT RESOURCES, INC.3 | 4775 E 91ST ST, SUITE 100 TULSA, OK 74137 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $38K | — | $38K | 19.65% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 6100 S YALE AVE, STE 1900 TULSA, OK 741361903 | VISION SERVICE PLAN | $2K | — | $2K | 1.59% |
| DANIEL FAIRCHILD3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | AFLAC | $7K | — | $7K | 9.86% |
| VARIOUS - SEE ATTACHED3 Filed as: VARIOUS AFLAC AGENTS | VARIOUS TULSA, OK 74137 | AFLAC | $2K | — | $2K | 3.19% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 6100 S YALE AVE., STE 1900 TULSA, OK 74136 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | — | $6K | 15.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 E JACKSON BLVD 14TH FL STE 14A CHICAGO, IL 60604 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $853 | $853 | 1.97% |
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 | 1,360 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,360 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF OKLAHOMA | 2,589 | $9.3M |
| Dental | BLUECROSS BLUESHIELD OF OKLAHOMA | 2,431 | $784K |
| Vision | VISION SERVICE PLAN | 1,315 | $116K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,360 | $835K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,106 | $600K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,360 | $271K |
| Other(3 contracts, 3 carriers) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 1,360 | $318K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,589 | — |
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.