| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FLEX PLAN ADMINISTRATORS INC3 Filed as: FLEX PLAN ADMINISTRATORS, INC. | 6314 EAST 15TH STREET TULSA, OK 74112 | METROPOLITAN LIFE INSURANCE COMPANY | $15K | $0 | $15K | 14.76% |
| J.W. KEMPTON & ASSOCIATES INC3 Filed as: J W KEMPTON & ASSO, INC. | 13431 BROADWAY EXT, SUITE 130 OKLAHOMA CITY, OK 73114 | AMERITAS LIFE INSURANCE CORP. | $6K | $0 | $6K | 10.00% |
| DAVID H. JOHNSON3 | 3377 BRYAN ROAD DURANT, OK 74701 | AFLAC | $975 | $0 | $975 | 5.06% |
| RICHARD C. DEFALCO3 | 4704 CRYSTAL LAKE ROAD NORMAN, OK 73072 | AFLAC | $250 | $0 | $250 | 1.30% |
| JEFFERY L. INMAN3 | 20700 LINDA LANE MCLOUD, OK 74851 | AFLAC | $234 | $0 | $234 | 1.22% |
| GW NEWMAN INSURANCE, INC3 Filed as: GW NEWMAN INSURANCE, INC. | 15629 COUNTY ROAD 1510 ADA, OK 74820 | AFLAC | $232 | $0 | $232 | 1.20% |
| JOSHUA I WORTHY3 Filed as: JOSHUA I. WORTHY | 3700 NORTH CLASSEN BOULEVARD SUITE 220 OKLAHOMA CITY, OK 73118 | AFLAC | $197 | $0 | $197 | 1.02% |
| TIMOTHY W WORTHY JR3 Filed as: TIMOTHY W. WORTHY JR | 2929 WEST MAIN STREET DURANT, OK 74701 | AFLAC | $158 | $0 | $158 | 0.82% |
| KEVIN S. RIBERA AND OTHER AGENTS3 | PO BOX 502 BOKCHITO, OK 74726 | AFLAC | $69 | $0 | $69 | 0.36% |
| DAVID H. JOHNSON3 | 3377 BRYAN ROAD DURANT, OK 74701 | AFLAC | $711 | $42 | $753 | 9.49% |
| RICHARD C. DEFALCO3 | 4704 CRYSTAL LAKE ROAD NORMAN, OK 73072 | AFLAC | $126 | $0 | $126 | 1.59% |
| CYNTHIA A. HAWKINSON3 | PO BOX 288 CHELSEA, OK 74016 | AFLAC | $121 | $0 | $121 | 1.52% |
| JOSHUA I. WORTHY AND OTHER AGENTS3 | 3700 NORTH CLASSEN BOULEVARD SUITE 220 OKLAHOMA CITY, OK 73118 | AFLAC | $120 | $0 | $120 | 1.51% |
| TIMOTHY W WORTHY JR3 Filed as: TIMOTHY W. WORTHY JR | 2929 WEST MAIN STREET DURANT, OK 74701 | AFLAC | $90 | $0 | $90 | 1.13% |
| KEVIN S. RIBERA3 | PO BOX 502 BOKCHITO, OK 74726 | AFLAC | $80 | $10 | $90 | 1.13% |
| GW NEWMAN INSURANCE, INC3 Filed as: GW NEWMAN INSURANCE, INC. | 15629 COUNTY ROAD 1510 ADA, OK 74820 | AFLAC | $69 | $10 | $79 | 1.00% |
| OKLA AUTOMOBILE DEALERS3 | UNKNOWN OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY | $0 | $38 | $38 | 1.26% |
| REGGIE OZEROGLU3 | 1800 NORTH INTERSTATE DRIVE SUITE 210 NORMAN, OK 73072 | 5STAR LIFE INSURANCE COMPANY | $868 | $0 | $868 | 227.82% |
| EMPLOYEE NAVIGATOR, LLC3 Filed as: EMPLOYEE BENEFITS ADVISORS | PO BOX 2764 NORMAN, OK 73070 | 5STAR LIFE INSURANCE COMPANY | $7 | $0 | $7 | 1.84% |
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 | 308 | 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) | 308 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL | 413 | $309K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 759 | $56K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 308 | $99K |
| Long-term disability(4 contracts, 3 carriers) | AFLAC | 308 | $30K |
| Other(5 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 308 | $135K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 759 | — |
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.