| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PLAN BENEFIT ANALYSTS OF TULSA INC3 Filed as: PLAN BENEFIT ANALYSTS OF TULSA | 4775 E. 91ST STREET, SUITE 200 TULSA, OK 74137 | BLUE CROSS/BLUE SHIELD | $55K | — | $55K | 0.69% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 4775 E. 91ST STREET, SUITE 200 TULSA, OK 74137 | BLUE CROSS/BLUE SHIELD | $24K | — | $24K | 0.31% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 4775 E. 91ST STREET, SUITE 200 TULSA, OK 74137 | THE GUARDIAN | $9K | $10K | $19K | 4.06% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 5314 S. YALE AVE. TULSA, OK 74135 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $48K | — | $48K | 10.94% |
| PLAN BENEFIT ANALYSTS OF TULSA INC3 Filed as: PLAN BENEFIT ANALYSTS OF TULSA | 4775 E. 91ST STREET, SUITE 200 TULSA, OK 741372805 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $18K | — | $18K | 4.06% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 5314 S YALE AVE TULSA, OK 74135 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $33K | — | $33K | 10.98% |
| PLAN BENEFIT ANALYSTS OF TULSA INC3 Filed as: PLAN BENEFIT ANALYSTS OF TULSA | 4775 E. 91ST STREET, SUITE 200 TULSA, OK 741372805 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $12K | — | $12K | 4.02% |
| DANIEL FAIRCHILD3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | AFLAC | $20K | $679 | $21K | 14.26% |
| VARIOUS - SEE ATTACHED3 Filed as: VARIOUS AFLAC AGENTS | VARIOUS TULSA, OK 74137 | AFLAC | $5K | $400 | $6K | 4.07% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | AMERICAN HERITAGE LIFE INSURANCE | $17K | — | $17K | 18.90% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 5314 S. YALE AVE. TULSA, OK 74135 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | — | $9K | 10.94% |
| PLAN BENEFIT ANALYSTS OF TULSA INC3 Filed as: PLAN BENEFIT ANALYSTS OF TULSA | 4775 E. 91ST STREET, SUITE 200 TULSA, OK 741372805 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 4.06% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 5314 S YALE AVE., STE 900 TULSA, OK 741356257 | VISION SERVICE PLAN | $1K | — | $1K | 1.35% |
| PLAN BENEFIT ANALYSTS OF TULSA INC3 Filed as: PLAN BENEFIT ANALYSTS OF TULSA | 4775 E. 91ST ST., STE 200 TULSA, OK 74137 | VISION SERVICE PLAN | $237 | — | $237 | 0.29% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 5314 S. YALE AVE. TULSA, OK 74135 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 10.89% |
| PLAN BENEFIT ANALYSTS OF TULSA INC3 Filed as: PLAN BENEFIT ANALYSTS | 4775 E 91ST STREET, SUITE 200 TULSA, OK 741372805 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 4.11% |
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 | 876 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 876 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUE CROSS/BLUE SHIELD | 2,050 | $8.1M |
| Dental | THE GUARDIAN | 731 | $464K |
| Vision | VISION SERVICE PLAN | 891 | $80K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 875 | $476K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 808 | $303K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 876 | $85K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,050 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.