| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES INC. | 615 EAST BRITTON ROAD OKLAHOMA CITY, OK 73114 | AETNA LIFE INSURANCE CO. | $17K | — | $17K | 0.84% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES INC. | 615 EAST BRITTON ROAD OKLAHOMA CITY, OK 73114 | DELTA DENTAL | $12K | $13K | $25K | 15.04% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES INC. | 615 EAST BRITTON ROAD OKLAHOMA CITY, OK 731147710 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $29K | $6K | $35K | 24.22% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES INC. | 615 EAST BRITTON ROAD OKLAHOMA CITY, OK 731147710 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $18K | $4K | $22K | 24.16% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES INC. | 3856 SOUTH BOULEVARD SUITE 100 EDMOND, OK 73013 | ALLSTATE | $7K | $7K | $14K | 30.43% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES INC. | 615 EAST BRITTON ROAD OKLAHOMA CITY, OK 731147710 | VISION SERVICE PLAN | $3K | — | $3K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES INC. | 615 EAST BRITTON ROAD OKLAHOMA CITY, OK 731147710 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $1K | $7K | 24.08% |
| DAVID PINARD3 Filed as: DAVID FLEET | 16045 TEESDALE EDMOND, OK 73013 | HUMANA INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| BAFFIN BAY MARKETING GROUP, LLC3 | PO BOX 161690 AUSTIN, TX 78716 | HUMANA INSURANCE COMPANY | $1K | — | $1K | 6.00% |
| BROKER CENTRIC ALLIANCE3 Filed as: BROKER CENTRIC ALLIANCE INC, | PO BOX 35768 TULSA, OK 74153 | HUMANA INSURANCE COMPANY | $840 | — | $840 | 5.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES INC. | 615 EAST BRITTON ROAD OKLAHOMA CITY, OK 731147710 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $458 | $3K | 24.40% |
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 | 213 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 213 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 437 | $2.1M |
| Dental | DELTA DENTAL | 205 | $164K |
| Vision | VISION SERVICE PLAN | 212 | $31K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 216 | $100K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 192 | $145K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 216 | $27K |
| Other(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 216 | $117K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 437 | — |
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.