| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL PLAN BENEFIT ANAL | 6100 S YALE AVE STE 1900 TULSA, OK 74136 | DELTA DENTAL | $10K | — | $10K | 6.00% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | — | AMERICAN FIDELITY ASSURANCE COMPANY | $3K | — | $3K | 2.02% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET SUITE 100 TULSA, OK 74137 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 1.47% |
| OKLA AUTOMOBILE DEALERS3 | C/O MR. STEVE RANKIN PRESIDENT OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $2K | $2K | 1.40% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 4.92% |
| OKLA AUTOMOBILE DEALERS3 | C/O MR. STEVE RANKIN TREASURER OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $409 | $409 | 1.00% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 74137 | AMERICAN FIDELITY ASSURANCE COMPANY | -$864 | — | -$864 | -2.11% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 5314 S. YALE, STE 900 TULSA, OK 74135 | UNION SECURITY INSURANCE COMPANY | $4K | — | $4K | 10.10% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | $854 | — | $854 | 4.62% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | AMERICAN FIDELITY ASSURANCE COMPANY | $646 | — | $646 | 3.50% |
| OKLA AUTOMOBILE DEALERS3 | MR. STEVE RANKIN, PRESIDENT OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $296 | $296 | 1.60% |
| TERESA GARDNER INC3 | PO BOX 757 SHAWNEE, OK 74804 | AMERICAN FIDELITY ASSURANCE COMPANY | $15 | — | $15 | 0.08% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 5314 S. YALE, STE 900 TULSA, OK 74135 | UNION SECURITY INSURANCE COMPANY | $1K | — | $1K | 9.35% |
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 | 479 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 479 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMMUNITY CARE | 517 | $1.8M |
| Dental | DELTA DENTAL | 295 | $163K |
| Vision | UNION SECURITY INSURANCE COMPANY | 219 | $40K |
| Life insurance | UNION SECURITY INSURANCE COMPANY | 479 | $15K |
| Long-term disability | AMERICAN FIDELITY ASSURANCE COMPANY | 167 | $158K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 517 | — |
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.