| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 | 6100 S. YALE AVENUE, SUITE 1900 TULSA, OK 74136 | UNITED HEALTHCARE INSURANCE COMPANY | — | $158K | $158K | 4.17% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 6100 S. YALE AVENUE, SUITE 1900 TULSA, OK 74136 | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | — | $5K | 2.42% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $1K | $1K | 0.71% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 6100 S. YALE AVENUE, SUITE 1900 TULSA, OK 74136 | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | — | $5K | 3.69% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $2K | $2K | 1.42% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | SUN LIFE ASSURANCE COMPANY OF CANADA | $14K | $1K | $15K | 16.63% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 6100 S. YALE AVENUE, SUITE 1900 TULSA, OK 74136 | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | — | $4K | 4.27% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $1K | $1K | 1.42% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | $804 | $7K | 11.35% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 6100 S. YALE AVENUE, SUITE 1900 TULSA, OK 74136 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | — | $3K | 5.71% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $823 | $823 | 1.45% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | $688 | $7K | 19.09% |
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 | 333 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 333 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 845 | $3.8M |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 308 | $196K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 288 | $60K |
| Life insurance(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 333 | $149K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 333 | $89K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 333 | $149K |
| Other(3 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 333 | $185K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 845 | — |
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.