| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 4775 E. 91ST STREET, SUITE 200 TULSA, OK 74137 | UNITED HEALTHCARE INSURANCE COMPANY | — | $122K | $122K | 3.78% |
| PLAN BENEFIT ANALYSTS OF TULSA INC3 Filed as: PLAN BENEFIT ANALYSTS OF TULSA, INC | 4775 E. 91ST ST., SUITE 200 TULSA, OK 741372801 | UNITED HEALTHCARE INSURANCE COMPANY | — | $13K | $13K | 0.39% |
| PLAN BENEFIT ANALYSTS OF TULSA INC3 Filed as: PLAN BENEFIT ANALYSTS | 4775 E. 91ST STREET, SUITE 200 TULSA, OK 74137 | UNITED HEALTHCARE INSURANCE COMPANY | — | $4K | $4K | 0.11% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | 4775 E 91ST STREET TULSA, OK 74137 | UNITED HEALTHCARE INSURANCE COMPANY | — | $719 | $719 | 0.02% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS | PO BOX 2158 RIVERSIDE, CA 92501 | UNION SECURITY INSURANCE COMPANY | — | $5K | $5K | 2.90% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 5314 S. YALE, SUITE 900 TULSA, OK 74135 | UNION SECURITY INSURANCE COMPANY | $5K | $395 | $5K | 2.72% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | UNION SECURITY INSURANCE COMPANY | $19K | — | $19K | 14.70% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS | PO BOX 2158 RIVERSIDE, CA 92501 | UNION SECURITY INSURANCE COMPANY | — | $7K | $7K | 5.32% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 5314 S YALE STE 900 TULSA, OK 74135 | UNION SECURITY INSURANCE COMPANY | — | $251 | $251 | 0.20% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 5314 S. YALE, SUITE 900 TULSA, OK 74135 | UNION SECURITY INSURANCE COMPANY | $5K | $162 | $5K | 6.46% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS | PO BOX 2158 RIVERSIDE, CA 92501 | UNION SECURITY INSURANCE COMPANY | — | $4K | $4K | 5.77% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | UNION SECURITY INSURANCE COMPANY | $11K | — | $11K | 18.21% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS | PO BOX 2158 RIVERSIDE, CA 92501 | UNION SECURITY INSURANCE COMPANY | — | $3K | $3K | 5.50% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 5314 S YALE, STE 900 TULSA, OK 74135 | UNION SECURITY INSURANCE COMPANY | — | $127 | $127 | 0.20% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | UNION SECURITY INSURANCE COMPANY | $12K | — | $12K | 19.32% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS | PO BOX 2158 RIVERSIDE, CA 92501 | UNION SECURITY INSURANCE COMPANY | — | $3K | $3K | 5.50% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 5314 S YALE STE 900 TULSA, OK 74135 | UNION SECURITY INSURANCE COMPANY | — | $123 | $123 | 0.20% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 5314 S YALE, SUITE 900 TULSA, OK 74135 | UNION SECURITY INSURANCE COMPANY | $3K | $117 | $3K | 6.01% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS | PO BOX 2158 RIVERSIDE, CA 92501 | UNION SECURITY INSURANCE COMPANY | — | $3K | $3K | 5.77% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | UNION SECURITY INSURANCE COMPANY | $5K | — | $5K | 10.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS | PO BOX 2158 RIVERSIDE, CA 92501 | UNION SECURITY INSURANCE COMPANY | — | $3K | $3K | 5.80% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 5314 S. YALE, SUITE 900 TULSA, OK 74137 | UNION SECURITY INSURANCE COMPANY | — | $107 | $107 | 0.21% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 5314 S YALE, SUITE 900 TULSA, OK 74135 | UNION SECURITY INSURANCE COMPANY | $3K | $72 | $3K | 7.69% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SVCS | PO BOX 2158 RIVERSIDE, CA 92501 | UNION SECURITY INSURANCE COMPANY | — | $2K | $2K | 5.70% |
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 | 298 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 298 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 733 | $3.2M |
| Dental | UNION SECURITY INSURANCE COMPANY | 280 | $185K |
| Vision | UNION SECURITY INSURANCE COMPANY | 206 | $50K |
| Life insurance(2 contracts) | UNION SECURITY INSURANCE COMPANY | 421 | $163K |
| Short-term disability | UNION SECURITY INSURANCE COMPANY | 298 | $55K |
| Long-term disability | UNION SECURITY INSURANCE COMPANY | 298 | $76K |
| Other(2 contracts) | UNION SECURITY INSURANCE COMPANY | 190 | $124K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 733 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.