| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 | 4775 E. 91ST STREET, SUITE 200 TULSA, OK 74137 | BLUE CROSS/BLUE SHIELD | $90K | — | $90K | 1.12% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 4775 E. 91ST STREET, SUITE 200 TULSA, OK 74137 | THE GUARDIAN | $9K | $14K | $23K | 5.28% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 5314 S. YALE AVE. TULSA, OK 74135 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $59K | $11K | $71K | 17.84% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 5314 S YALE AVE TULSA, OK 74135 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $35K | $9K | $45K | 18.85% |
| DANIEL FAIRCHILD3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | AFLAC | $21K | $77 | $21K | 15.35% |
| VARIOUS - SEE ATTACHED3 Filed as: VARIOUS AFLAC AGENTS | VARIOUS TULSA, OK 74137 | AFLAC | $5K | $31 | $5K | 3.95% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | AMERICAN HERITAGE LIFE INSURANCE | $17K | — | $17K | 18.31% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 5314 S YALE AVE., STE 900 TULSA, OK 741356257 | VISION SERVICE PLAN | $1K | — | $1K | 1.54% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 5314 S. YALE AVE. TULSA, OK 74135 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | $3K | $13K | 18.73% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 5314 S. YALE AVE. TULSA, OK 74135 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $1K | $6K | 18.50% |
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 | 923 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 923 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUE CROSS/BLUE SHIELD | 2,146 | $8.3M |
| Dental | THE GUARDIAN | 779 | $433K |
| Vision | VISION SERVICE PLAN | 954 | $76K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,477 | $432K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 808 | $236K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 922 | $68K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,146 | — |
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.