| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 | 6100 SOUTH YALE AVENUE, SUITE 1900 TULSA, OK 74136 | SUN LIFE ASSURANCE COMPANY OF CANADA | $20K | — | $20K | 7.47% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, STE 100 TULSA, OK 74137 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $2K | $2K | 0.87% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET SUITE 100 TULSA, OK 74137 | AMERICAN FIDELITY ASSURANCE COMPANY | $9K | — | $9K | 4.12% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | — | AMERICAN FIDELITY ASSURANCE COMPANY | $4K | — | $4K | 1.74% |
| OKLA AUTOMOBILE DEALERS3 | C/O MR. STEVE RANKIN PRESIDENT OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $1K | $1K | 0.52% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 4.21% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | $544 | — | $544 | 1.12% |
| OKLA AUTOMOBILE DEALERS3 | C/O MR. STEVE RANKIN, PRESIDENT OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $416 | $416 | 0.86% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, SUITE 100 TULSA, OK 74137 | AMERICAN FIDELITY ASSURANCE COMPANY | $1K | — | $1K | 4.42% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | $572 | — | $572 | 2.17% |
| OKLA AUTOMOBILE DEALERS3 | MR. STEVE RANKIN, PRESIDENT OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $297 | $297 | 1.13% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 15.54% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, STE 100 TULSA, OK 74137 | AMERICAN FIDELITY ASSURANCE COMPANY | $643 | — | $643 | 4.64% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | $167 | — | $167 | 4.24% |
| BENEFIT RESOURCES, INC.3 | 4775 E. 91ST STREET, STE 100 TULSA, OK 74137 | AMERICAN FIDELITY ASSURANCE COMPANY | $79 | — | $79 | 2.01% |
| OKLAHOMA AUTOMOBILE DEALERS3 | C/O MR. STEVE RANKIN, PRESIDENT OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY | — | $42 | $42 | 1.07% |
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 | 543 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 543 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | GERBER LIFE INSURANCE COMPANY | 296 | $1.0M |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 543 | $264K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 543 | $264K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 543 | $264K |
| Short-term disability | AMERICAN FIDELITY ASSURANCE COMPANY | 17 | $14K |
| Long-term disability | AMERICAN FIDELITY ASSURANCE COMPANY | 180 | $214K |
| Other(4 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 543 | $343K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 543 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.