| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CATAMOUNT COMPANIES INC3 Filed as: CATAMOUNT COMPANIES, INC | DBA BENEFIT PLAN STRATEGIES 5314 S YALE AVE SUITE 601 TULSA, OK 74135 | COMMUNITYCARE HMO | — | $18K | $18K | 3.75% |
| PAYCHEX INSURANCE AGENCY, INC.3 Filed as: PAYCHEX INSURANCE AGENCY, INC | PO BOX 948 HENRIETTA, NY 14467 | COMMUNITYCARE HMO | — | $2K | $2K | 0.32% |
| DESTIN GREEN3 | 203 OAKWOOD DR HENRYETTA, OK 74437 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $942 | $3K | 11.68% |
| CATAMOUNT COMPANIES INC3 | 5314 S YALE AVE TULSA, OK 74135 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 10.40% |
| DERRICK DANIEL GREEN3 | 203 OAKWOOD DR HENRYETTA, OK 74437 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $515 | $1K | $2K | 6.44% |
| ROBERT NICHOLS3 | 15820 NORTH SKYLINE DRIVE OKMULGEE, OK 74447 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $682 | $196 | $878 | 3.60% |
| JACOB RAY GREGORY3 | 15721 W. CLYDE MAHER RD. TAHLEQUAH, OK 74464 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $98 | $314 | $412 | 1.69% |
| KELLY W PUGH3 | 7367 S 286TH EAST AVE BROKEN ARROW, OK 74014 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $316 | $93 | $409 | 1.68% |
| JODI MADISON3 | 13910 E 83RD ST N OWASSO, OK 74055 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $311 | $10 | $321 | 1.32% |
| CHRISTI MAE WOODARD3 | 5405 SUDBURY LN OKLAHOMA CITY, OK 73135 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $256 | $56 | $312 | 1.28% |
| JOHN HEATH3 | 7822 E 125 RD HOLDENVILLE, OK 74848 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $92 | $192 | $284 | 1.16% |
| GLYNDA C FRY-STEWART3 | 12060 84TH ST LEXINGTON, OK 73051 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $126 | $18 | $144 | 0.59% |
| ERIK NEGELEIN3 | 4762 S IRVINGTON PL TULSA, OK 74135 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $102 | — | $102 | 0.42% |
| ASHLEE MICHELLE GRAY3 | 8912 E 100TH DR TULSA, OK 74133 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | — | $63 | 0.26% |
| CODY FREEMAN3 | 2228 SHADOWLAKE DR OKLAHOMA CITY, OK 73159 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $37 | $52 | 0.21% |
| DAWNA WILLIAMS3 | 3024 SW 130TH ST OKLAHOMA CITY, OK 73170 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $35 | $50 | 0.20% |
| CATAMOUNT COMPANIES INC3 | DBA BENEFIT PLAN STRATEGIES 5314 S YALE AVE STE 601 TULSA, OK 74135 | SYMETRA LIFE INSURANCE COMPANY | $2K | $646 | $2K | 20.46% |
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 | 104 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 104 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 104 | $12K |
| Other(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 104 | $36K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 104 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.