| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INSURICA, INC.3 Filed as: INSURICA INC. | 5100 N CLASSEN BLVE., SUITE 300 OKLAHOMA CITY, OK 73118 | DELTA DENTAL | $7K | — | $7K | 6.00% |
| INSURICA, INC.3 Filed as: INSURICA INC. | 406 S BOULDER AVE., SUITE 500 TULSA, OK 74103 | AETNA LIFE INSURANCE COMPANY | $8K | — | $8K | 16.53% |
| INSURICA, INC.3 Filed as: INSURICA INC. | — | AETNA LIFE INSURANCE COMPANY | $6K | — | $6K | 14.18% |
| INSURICA, INC.3 Filed as: INSURICA INC. | 406 S BOULDER AVE., SUITE 500 TULSA, OK 74103 | AETNA LIFE INSURANCE COMPANY | $5K | — | $5K | 13.49% |
| INSURICA, INC.3 Filed as: INSURICA INC. | 5100 N CLASSEN BLVD., SUITE 300 OKLAHOMA CITY, OK 73118 | VISION SERVICE PLAN | $1K | — | $1K | 5.63% |
| INSURICA, INC.3 Filed as: INSURICA INC. | 406 S BOULDER AVE., SUITE 500 74103 TULSA, OK 74103 | AETNA LIFE INSURANCE COMPANY | $324 | — | $324 | 16.51% |
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 | 140 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 143 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 243 | $1.5M |
| Dental | DELTA DENTAL | 130 | $119K |
| Vision | VISION SERVICE PLAN | 131 | $19K |
| Life insurance | AETNA LIFE INSURANCE COMPANY | 152 | $46K |
| Short-term disability | AETNA LIFE INSURANCE COMPANY | 188 | $44K |
| Long-term disability | AETNA LIFE INSURANCE COMPANY | 210 | $40K |
| Other | AETNA LIFE INSURANCE COMPANY | 152 | $2K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 243 | — |
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."
No prospect flags tripped on this filing.