| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DREW M SMITH, INC3 | P.O. BOX 6303 EDMOND, OK 73013 | DELTA DENTAL | $8K | $11K | $19K | 14.22% |
| DREW M SMITH, INC3 Filed as: DREW M SMITH | P.O. BOX 6303 EDMOND, OK 73013 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 8.27% |
| THE PLEXUS GROUPE LLC Filed as: THE PLEXUS GROUP | 21805 FIELD PKWY STE 300 DEER PARK, IL 60010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $250 | — | $250 | 0.48% |
| DREW M SMITH, INC3 Filed as: DREW M SMITH | P.O. BOX 6303 EDMOND, OK 73083 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 12.56% |
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUP | 21805 FIELD PKWY STE 300 DEER PARK, IL 60010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $941 | — | $941 | 2.44% |
| DREW M SMITH, INC3 | P.O. BOX 6303 EDMOND, OK 73083 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 6.55% |
| SAMUEL A MCFALL | 609 NORTH BROADWAY WICHITA, KS 67214 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $479 | $2K | 6.18% |
| CHRISTI MAE WOODARD3 | 5405 SUDBURY LN OKLAHOMA CITY, OK 73135 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $225 | $2K | 5.25% |
| REBECCA L. VONFELDT3 | 2212 NW 50TH ST STE 140C OKLAHOMA CITY, OK 73112 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $415 | — | $415 | 1.11% |
| WILLIAM L COEN JR3 Filed as: WILLIAM COEN JR | 9811 W CORNELISON ST WICHITA, KS 67212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $321 | — | $321 | 0.85% |
| EMPLOYEE BENEFIT PROFESSIONALS LLC3 | 2212 NW 50TH ST STE 140C OKLAHOMA CITY, OK 73112 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $241 | — | $241 | 0.64% |
| RANDALL E GRAVES3 Filed as: RANDALL GRAVES | 9212 RAVEN AVENUE OKLAHOMA CITY, OK 73132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $208 | — | $208 | 0.55% |
| CAROLYN GRAVES3 | 9212 RAVEN AVENUE OKLAHOMA CITY, OK 73132 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $105 | — | $105 | 0.28% |
| KELLY W PUGH3 Filed as: KELLY W. PUGH | 7367 S. 286TH EAST AVE BROKEN ARROW, OK 74014 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | — | $63 | 0.17% |
| RODNEY G STORCK3 Filed as: RODNEY STORCK | 609 NORTH BROADWAY WICHITA, KS 67214 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | $1 | $31 | 0.08% |
| CODY FREEMAN3 | 2228 SHADOWLAKE DR OKLAHOMA CITY, OK 73159 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $15 | $25 | 0.07% |
| DAWNA WILLIAMS3 | 3024 SW 130TH ST OKLAHOMA CITY, OK 73170 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $12 | $22 | 0.06% |
| DREW M SMITH, INC3 Filed as: DREW M SMITH | P.O. BOX 6303 EDMOND, OK 73013 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $448 | — | $448 | 9.09% |
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUP | 21805 FIELD PKWY STE 300 DEER PARK, IL 60010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $45 | — | $45 | 0.91% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 151 FARMINGTON AVENUE HARTFORD, CT 06156 | $218K |
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 | 175 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 175 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL | 182 | $130K |
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 180 | $42K |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 180 | $42K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 32 | $52K |
| Other(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 89 | $76K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 182 | — |
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.