| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | — | AMERICAN FIDELITY ASSURANCE COMPANY | $5K | — | $5K | 3.25% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET SUITE 100 TULSA, OK 74137 | AMERICAN FIDELITY ASSURANCE COMPANY | $4K | — | $4K | 2.42% |
| OKLA AUTOMOBILE DEALERS3 | C/O MR. STEVE RANKIN PRESIDENT OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $2K | $2K | 1.07% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 6100 S YALE AVE STE 1900 TULSA, OK 74136 | UNION SECURITY INSURANCE COMPANY | $9K | — | $9K | 6.09% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, STE 100 TULSA, OK 74137 | UNION SECURITY INSURANCE COMPANY | — | $2K | $2K | 1.52% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | $4K | — | $4K | 9.67% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 4.08% |
| OKLA AUTOMOBILE DEALERS3 | C/O MR. STEVE RANKIN, PRESIDENT OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $422 | $422 | 1.03% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 6100 S. YALE AVENUE, STE 1900 TULSA, OK 74136 | UNION SECURITY INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, STE 100 TULSA, OK 74137 | UNION SECURITY INSURANCE COMPANY | — | $1K | $1K | 2.99% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | $3K | — | $3K | 12.16% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | AMERICAN FIDELITY ASSURANCE COMPANY | $794 | — | $794 | 3.84% |
| OKLA AUTOMOBILE DEALERS3 | MR. STEVE RANKIN, PRESIDENT OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $322 | $322 | 1.56% |
| TERESA GARDNER INC3 | PO BOX 757 SHAWNEE, OK 74804 | AMERICAN FIDELITY ASSURANCE COMPANY | $4 | — | $4 | 0.02% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 6100 S. YALE, STE 1900 TULSA, OK 74136 | UNION SECURITY INSURANCE COMPANY | $1K | — | $1K | 9.74% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, STE 100 TULSA, OK 74137 | UNION SECURITY INSURANCE COMPANY | — | $321 | $321 | 2.41% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 38.78% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, STE 100 TULSA, OK 74137 | AMERICAN FIDELITY ASSURANCE COMPANY | $100 | — | $100 | 2.42% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | $301 | — | $301 | 18.74% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, STE 100 TULSA, OK 74137 | AMERICAN FIDELITY ASSURANCE COMPANY | $32 | — | $32 | 1.99% |
| OKLAHOMA AUTOMOBILE DEALERS3 | C/O MR. STEVE RANKIN, PRESIDENT OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $20 | $20 | 1.25% |
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 | 498 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 498 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | COMMUNITY CARE | 415 | $1.6M |
| Dental | UNION SECURITY INSURANCE COMPANY | 252 | $144K |
| Vision | UNION SECURITY INSURANCE COMPANY | 203 | $34K |
| Life insurance | UNION SECURITY INSURANCE COMPANY | 498 | $13K |
| Short-term disability | AMERICAN FIDELITY ASSURANCE COMPANY | 78 | $4K |
| Long-term disability | AMERICAN FIDELITY ASSURANCE COMPANY | 143 | $168K |
| Other(2 contracts) | AMERICAN FIDELITY ASSURANCE COMPANY | 158 | $62K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 498 | — |
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.